IFP Advisors’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
Q1 | – | Sell |
-55
| Closed | -$570 | – | 4422 |
|
2024
Q4 | $570 | Hold |
55
| – | – | ﹤0.01% | 3387 |
|
2024
Q3 | $592 | Buy |
+55
| New | +$592 | ﹤0.01% | 3131 |
|
2023
Q1 | – | Sell |
-426
| Closed | -$8K | – | 3673 |
|
2022
Q4 | $8K | Sell |
426
-6,131
| -94% | -$115K | ﹤0.01% | 3503 |
|
2022
Q3 | $80K | Buy |
6,557
+5,663
| +633% | +$69.1K | ﹤0.01% | 2012 |
|
2022
Q2 | $13K | Hold |
894
| – | – | ﹤0.01% | 3184 |
|
2022
Q1 | $13K | Buy |
+894
| New | +$13K | ﹤0.01% | 3184 |
|
2019
Q1 | – | Sell |
-450
| Closed | -$5K | – | 2622 |
|
2018
Q4 | $5K | Sell |
450
-1,184
| -72% | -$13.2K | ﹤0.01% | 2785 |
|
2018
Q3 | $19K | Buy |
1,634
+19
| +1% | +$221 | ﹤0.01% | 2444 |
|
2018
Q2 | $19K | Buy |
1,615
+40
| +3% | +$471 | ﹤0.01% | 2461 |
|
2018
Q1 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 2382 |
|
2017
Q4 | $20K | Sell |
1,575
-5,197
| -77% | -$66K | ﹤0.01% | 2380 |
|
2017
Q3 | $86K | Buy |
6,772
+3,015
| +80% | +$38.3K | ﹤0.01% | 1637 |
|
2017
Q2 | $48K | Buy |
3,757
+19
| +0.5% | +$243 | ﹤0.01% | 1977 |
|
2017
Q1 | $47K | Buy |
3,738
+19
| +0.5% | +$239 | ﹤0.01% | 1948 |
|
2016
Q4 | $46K | Sell |
3,719
-3,330
| -47% | -$41.2K | ﹤0.01% | 1919 |
|
2016
Q3 | $96K | Buy |
7,049
+18
| +0.3% | +$245 | 0.01% | 1379 |
|
2016
Q2 | $100K | Buy |
+7,031
| New | +$100K | 0.01% | 1334 |
|
2016
Q1 | – | Sell |
-5,772
| Closed | -$75K | – | 2644 |
|
2015
Q4 | $75K | Buy |
+5,772
| New | +$75K | 0.01% | 1335 |
|