Geneos Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Sell |
3,700
-3,700
| -50% | -$35.8K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $73.8K | Buy |
7,400
+3,700
| +100% | +$36.9K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $38.3K | Hold |
3,700
| – | – | ﹤0.01% | 1423 |
|
|
2024
Q3 | $39.8K | Hold |
3,700
| – | – | ﹤0.01% | 1282 |
|
|
2024
Q2 | $39.1K | Hold |
3,700
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q1 | $38.3K | Hold |
3,700
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q4 | $37.5K | Hold |
3,700
| – | – | ﹤0.01% | 1158 |
|
|
2023
Q3 | $33.2K | Hold |
3,700
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q2 | $36.8K | Hold |
3,700
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q1 | $38.5K | Hold |
3,700
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q4 | $38.4K | Hold |
3,700
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q3 | $35K | Sell |
3,700
-1,707
| -32% | -$16.1K | ﹤0.01% | 1144 |
|
|
2022
Q2 | $58K | Hold |
5,407
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q1 | $62K | Hold |
5,407
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q4 | $73K | Hold |
5,407
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q3 | $72K | Hold |
5,407
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q2 | $74K | Hold |
5,407
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q1 | $72K | Hold |
5,407
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q4 | $71K | Sell |
5,407
-900
| -14% | -$11.8K | ﹤0.01% | 1283 |
|
|
2020
Q3 | $81K | Hold |
6,307
| – | – | ﹤0.01% | 1036 |
|
|
2020
Q2 | $79K | Hold |
6,307
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q1 | $76K | Sell |
6,307
-310
| -5% | -$3.74K | 0.01% | 943 |
|
|
2019
Q4 | $84K | Sell |
6,617
-235
| -3% | -$2.98K | ﹤0.01% | 1016 |
|
|
2019
Q3 | $88K | Hold |
6,852
| – | – | 0.01% | 942 |
|
|
2019
Q2 | $85K | Sell |
6,852
-519
| -7% | -$6.44K | 0.01% | 962 |
|
|
2019
Q1 | $91K | Buy |
+7,371
| New | +$91K | 0.01% | 896 |
|