Dynamic Advisor Solutions’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,635
| Closed | -$219K | – | 730 |
|
|
2022
Q3 | $219K | Sell |
22,635
-2,149
| -9% | -$20.8K | 0.02% | 610 |
|
|
2022
Q2 | $265K | Buy |
24,784
+299
| +1% | +$3.2K | 0.02% | 571 |
|
|
2022
Q1 | $282K | Sell |
24,485
-8,878
| -27% | -$102K | 0.02% | 579 |
|
|
2021
Q4 | $453K | Buy |
33,363
+5,324
| +19% | +$72.3K | 0.03% | 458 |
|
|
2021
Q3 | $375K | Buy |
28,039
+17,811
| +174% | +$238K | 0.03% | 507 |
|
|
2021
Q2 | $140K | Buy |
+10,228
| New | +$140K | 0.01% | 699 |
|
|
2021
Q1 | – | Sell |
-24,684
| Closed | -$336K | – | 673 |
|
|
2020
Q4 | $336K | Hold |
24,684
| – | – | 0.03% | 463 |
|
|
2020
Q3 | $325K | Hold |
24,684
| – | – | 0.04% | 406 |
|
|
2020
Q2 | $314K | Hold |
24,684
| – | – | 0.04% | 376 |
|
|
2020
Q1 | $308K | Sell |
24,684
-250
| -1% | -$3.12K | 0.06% | 327 |
|
|
2019
Q4 | $321K | Hold |
24,934
| – | – | 0.04% | 397 |
|
|
2019
Q3 | $323K | Hold |
24,934
| – | – | 0.05% | 363 |
|
|
2019
Q2 | $310K | Hold |
24,934
| – | – | 0.05% | 355 |
|
|
2019
Q1 | $309K | Buy |
24,934
+5,388
| +28% | +$66.8K | 0.06% | 294 |
|
|
2018
Q4 | $227K | Sell |
19,546
-781
| -4% | -$9.07K | 0.05% | 334 |
|
|
2018
Q3 | $234K | Hold |
20,327
| – | – | 0.05% | 347 |
|
|
2018
Q2 | $240K | Buy |
20,327
+781
| +4% | +$9.22K | 0.05% | 340 |
|
|
2018
Q1 | $231K | Buy |
+19,546
| New | +$231K | 0.06% | 305 |
|