GWM
EVM

Geneos Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Geneos Wealth Management’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-200
Closed -$2K – 1972
2016
Q2 		$2K Hold
200
– – ﹤0.01% 1672
2016
Q1 		$2K Buy
+200
New +$2K ﹤0.01% 1655