Fort Point Capital Partners’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-85,346
Closed -$812K 299
2024
Q2
$812K Buy
85,346
+8,694
+11% +$82.7K 0.1% 137
2024
Q1
$724K Buy
76,652
+27,068
+55% +$256K 0.1% 145
2023
Q4
$454K Buy
49,584
+13,874
+39% +$127K 0.06% 177
2023
Q3
$290K Buy
35,710
+16,004
+81% +$130K 0.04% 208
2023
Q2
$175K Buy
+19,706
New +$175K 0.02% 266