DWM
CEV

Dakota Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Dakota Wealth Management’s Portfolio CEV Stock Details CEV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
2020
Q3 		$138K Sell
2020
Q2 		$155K Hold
2020
Q1 		$156K Sell
2019
Q4 		$244K Sell
2019
Q3 		$323K Sell
2019
Q2 		$335K Sell
2019
Q1 		$359K Hold
2018
Q4 		$331K Buy