CWS
EVM

Cypress Wealth Services’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Cypress Wealth Services’s Portfolio EVM Stock Details EVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-71,693
Closed -$665K – 320
2025
Q1 		$665K Buy
71,693
+951
+1% +$8.82K 0.13% 125
2024
Q4 		$649K Buy
70,742
+45,542
+181% +$418K 0.13% 122
2024
Q3 		$243K Buy
+25,200
New +$243K 0.05% 237