Creative Planning
EVM

Creative Planning’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Creative Planning’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$23K Buy
2017
Q3 		– Sell
2017
Q2 		$8K Hold
2017
Q1 		$8K Hold
2016
Q4 		$8K Hold
2016
Q3 		$9K Buy
2013
Q4 		– Sell
2013
Q3 		$10K Buy