FFA
EVM
First Foundation Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,027
| Closed | -$140K | – | 436 |
|
|
2021
Q4 | $140K | Sell |
12,027
-80,587
| -87% | -$938K | ﹤0.01% | 428 |
|
|
2021
Q3 | $1.11M | Sell |
92,614
-5,905
| -6% | -$70.5K | 0.04% | 189 |
|
|
2021
Q2 | $1.18M | Sell |
98,519
-7,271
| -7% | -$86.9K | 0.05% | 198 |
|
|
2021
Q1 | $1.23M | Sell |
105,790
-10,343
| -9% | -$120K | 0.05% | 179 |
|
|
2020
Q4 | $1.37M | Sell |
116,133
-15,288
| -12% | -$180K | 0.06% | 163 |
|
|
2020
Q3 | $1.49M | Sell |
131,421
-10,315
| -7% | -$117K | 0.07% | 142 |
|
|
2020
Q2 | $1.58M | Buy |
141,736
+4,893
| +4% | +$54.5K | 0.08% | 132 |
|
|
2020
Q1 | $1.44M | Buy |
136,843
+8,710
| +7% | +$91.9K | 0.09% | 130 |
|
|
2019
Q4 | $1.44M | Buy |
128,133
+24,908
| +24% | +$280K | 0.07% | 154 |
|
|
2019
Q3 | $1.17M | Buy |
103,225
+89,827
| +670% | +$1.02M | 0.06% | 151 |
|
|
2019
Q2 | $148K | Buy |
+13,398
| New | +$148K | 0.01% | 330 |
|
|
2019
Q1 | – | Sell |
-17,232
| Closed | -$171K | – | 347 |
|
|
2018
Q4 | $171K | Buy |
+17,232
| New | +$171K | 0.01% | 357 |
|