Dakota Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
326,489
+29,360
| +10% | +$284K | 0.07% | 207 |
|
|
2025
Q1 | $2.96M | Sell |
297,129
-19,886
| -6% | -$198K | 0.07% | 211 |
|
|
2024
Q4 | $3.28M | Buy |
317,015
+9,838
| +3% | +$102K | 0.08% | 196 |
|
|
2024
Q3 | $3.31M | Sell |
307,177
-186,536
| -38% | -$2.01M | 0.07% | 217 |
|
|
2024
Q2 | $5.22M | Buy |
493,713
+46,576
| +10% | +$493K | 0.12% | 155 |
|
|
2024
Q1 | $4.63M | Buy |
447,137
+63,444
| +17% | +$657K | 0.11% | 162 |
|
|
2023
Q4 | $3.89M | Sell |
383,693
-80,177
| -17% | -$812K | 0.15% | 145 |
|
|
2023
Q3 | $4.16M | Buy |
463,870
+77,902
| +20% | +$698K | 0.18% | 127 |
|
|
2023
Q2 | $3.84M | Buy |
385,968
+9,415
| +3% | +$93.7K | 0.18% | 122 |
|
|
2023
Q1 | $3.92M | Buy |
376,553
+43,082
| +13% | +$448K | 0.26% | 101 |
|
|
2022
Q4 | $3.46M | Buy |
333,471
+133,265
| +67% | +$1.38M | 0.25% | 97 |
|
|
2022
Q3 | $1.94M | Buy |
200,206
+7,947
| +4% | +$76.9K | 0.16% | 146 |
|
|
2022
Q2 | $2.06M | Buy |
192,259
+58,546
| +44% | +$626K | 0.19% | 129 |
|
|
2022
Q1 | $1.54M | Buy |
133,713
+39,856
| +42% | +$458K | 0.12% | 167 |
|
|
2021
Q4 | $1.28M | Sell |
93,857
-10,323
| -10% | -$140K | 0.13% | 142 |
|
|
2021
Q3 | $1.39M | Sell |
104,180
-63,491
| -38% | -$850K | 0.16% | 140 |
|
|
2021
Q2 | $2.29M | Sell |
167,671
-45,574
| -21% | -$624K | 0.27% | 99 |
|
|
2021
Q1 | $2.84M | Sell |
213,245
-25,819
| -11% | -$343K | 0.37% | 77 |
|
|
2020
Q4 | $3.25M | Sell |
239,064
-62,055
| -21% | -$844K | 0.42% | 62 |
|
|
2020
Q3 | $3.97M | Sell |
301,119
-74,370
| -20% | -$980K | 0.63% | 52 |
|
|
2020
Q2 | $4.78M | Buy |
375,489
+237
| +0.1% | +$3.02K | 0.82% | 32 |
|
|
2020
Q1 | $4.68M | Buy |
375,252
+7,342
| +2% | +$91.6K | 1.02% | 25 |
|
|
2019
Q4 | $4.74M | Sell |
367,910
-54,885
| -13% | -$707K | 0.76% | 38 |
|
|
2019
Q3 | $5.48M | Buy |
422,795
+67,886
| +19% | +$880K | 0.94% | 28 |
|
|
2019
Q2 | $4.41M | Sell |
354,909
-49,994
| -12% | -$621K | 0.84% | 33 |
|
|
2019
Q1 | $5.02M | Buy |
404,903
+64,889
| +19% | +$805K | 1% | 25 |
|
|
2018
Q4 | $3.86M | Buy |
340,014
+10,374
| +3% | +$118K | 0.87% | 29 |
|
|
2018
Q3 | $3.8M | Buy |
+329,640
| New | +$3.8M | 0.85% | 30 |
|
|
2018
Q2 | – | Sell |
-12,693
| Closed | -$150K | – | 203 |
|
|
2018
Q1 | $150K | Buy |
+12,693
| New | +$150K | 0.08% | 87 |
|