HWAM
EVM
Hennion & Walsh Asset Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
251,926
+35,935
| +17% | +$321K | 0.09% | 289 |
|
|
2025
Q1 | $2M | Sell |
215,991
-54,851
| -20% | -$508K | 0.09% | 274 |
|
|
2024
Q4 | $2.48M | Sell |
270,842
-34,478
| -11% | -$316K | 0.11% | 233 |
|
|
2024
Q3 | $2.95M | Sell |
305,320
-29,935
| -9% | -$289K | 0.14% | 196 |
|
|
2024
Q2 | $3.19M | Sell |
335,255
-45,356
| -12% | -$431K | 0.16% | 151 |
|
|
2024
Q1 | $3.6M | Sell |
380,611
-29,554
| -7% | -$279K | 0.19% | 131 |
|
|
2023
Q4 | $3.75M | Buy |
410,165
+1,012
| +0.2% | +$9.26K | 0.21% | 120 |
|
|
2023
Q3 | $3.32M | Sell |
409,153
-23,750
| -5% | -$193K | 0.21% | 118 |
|
|
2023
Q2 | $3.85M | Buy |
432,903
+15,227
| +4% | +$136K | 0.23% | 111 |
|
|
2023
Q1 | $3.77M | Buy |
417,676
+52,167
| +14% | +$470K | 0.23% | 113 |
|
|
2022
Q4 | $3.16M | Buy |
365,509
+47,374
| +15% | +$409K | 0.19% | 135 |
|
|
2022
Q3 | $2.71M | Buy |
318,135
+29,165
| +10% | +$248K | 0.18% | 149 |
|
|
2022
Q2 | $2.68M | Sell |
288,970
-11,140
| -4% | -$103K | 0.17% | 162 |
|
|
2022
Q1 | $3.01M | Buy |
300,110
+3,050
| +1% | +$30.6K | 0.16% | 168 |
|
|
2021
Q4 | $3.45M | Buy |
297,060
+33,234
| +13% | +$386K | 0.17% | 170 |
|
|
2021
Q3 | $3.15M | Sell |
263,826
-7,640
| -3% | -$91.2K | 0.17% | 181 |
|
|
2021
Q2 | $3.25M | Buy |
271,466
+18,133
| +7% | +$217K | 0.17% | 170 |
|
|
2021
Q1 | $2.95M | Buy |
+253,333
| New | +$2.95M | 0.18% | 160 |
|