Doliver Advisors’s Eaton Vance New Jersey Municipal Bond Fund EMJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-21,762
| Closed | -$254K | – | 334 |
|
2018
Q2 | $254K | Sell |
21,762
-1,160
| -5% | -$13.5K | 0.11% | 150 |
|
2018
Q1 | $269K | Buy |
22,922
+10,617
| +86% | +$125K | 0.12% | 167 |
|
2017
Q4 | $153K | Buy |
12,305
+2,279
| +23% | +$28.3K | 0.06% | 262 |
|
2017
Q3 | $131K | Buy |
+10,026
| New | +$131K | 0.06% | 240 |
|
2014
Q2 | – | Sell |
-12,125
| Closed | -$149K | – | 275 |
|
2014
Q1 | $149K | Sell |
12,125
-9,266
| -43% | -$114K | 0.1% | 215 |
|
2013
Q4 | $249K | Sell |
21,391
-5,236
| -20% | -$60.9K | 0.16% | 199 |
|
2013
Q3 | $312K | Buy |
26,627
+6,416
| +32% | +$75.2K | 0.19% | 212 |
|
2013
Q2 | $254K | Buy |
+20,211
| New | +$254K | 0.15% | 267 |
|