Dakota Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,373
| Closed | -$138K | – | 321 |
|
|
2020
Q3 | $138K | Sell |
10,373
-1,359
| -12% | -$18.1K | 0.02% | 275 |
|
|
2020
Q2 | $155K | Hold |
11,732
| – | – | 0.03% | 258 |
|
|
2020
Q1 | $156K | Sell |
11,732
-6,349
| -35% | -$84.4K | 0.03% | 237 |
|
|
2019
Q4 | $244K | Sell |
18,081
-5,975
| -25% | -$80.6K | 0.04% | 263 |
|
|
2019
Q3 | $323K | Sell |
24,056
-3,000
| -11% | -$40.3K | 0.06% | 227 |
|
|
2019
Q2 | $335K | Sell |
27,056
-2,825
| -9% | -$35K | 0.06% | 213 |
|
|
2019
Q1 | $359K | Hold |
29,881
| – | – | 0.07% | 218 |
|
|
2018
Q4 | $331K | Buy |
+29,881
| New | +$331K | 0.07% | 206 |
|