Dakota Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $534K | Hold |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.16M | Hold |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $2.24M | Sell |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $2.15M | Hold |
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|
2020
Q1 | $2.04M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.88M | Hold |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $865K | Buy |
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|
2018
Q3 | $555K | Buy |
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