IWA
EIM
IBEX Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44,854
| Closed | -$466K | – | 111 |
|
|
2022
Q4 | $466K | Sell |
44,854
-839
| -2% | -$8.72K | 0.11% | 133 |
|
|
2022
Q3 | $442K | Sell |
45,693
-4,056
| -8% | -$39.2K | 0.11% | 110 |
|
|
2022
Q2 | $532K | Sell |
49,749
-15,453
| -24% | -$165K | 0.12% | 109 |
|
|
2022
Q1 | $750K | Buy |
65,202
+4,280
| +7% | +$49.2K | 0.14% | 106 |
|
|
2021
Q4 | $827K | Buy |
60,922
+40,062
| +192% | +$544K | 0.15% | 112 |
|
|
2021
Q3 | $279K | Buy |
20,860
+12
| +0.1% | +$160 | 0.05% | 149 |
|
|
2021
Q2 | $285K | Sell |
20,848
-1,581
| -7% | -$21.6K | 0.06% | 148 |
|
|
2021
Q1 | $298K | Buy |
22,429
+1,605
| +8% | +$21.3K | 0.07% | 106 |
|
|
2020
Q4 | $283K | Buy |
20,824
+3,821
| +22% | +$51.9K | 0.07% | 97 |
|
|
2020
Q3 | $224K | Buy |
17,003
+12
| +0.1% | +$158 | 0.07% | 93 |
|
|
2020
Q2 | $216K | Buy |
+16,991
| New | +$216K | 0.07% | 96 |
|