IFP Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,263
| Closed | -$32K | – | 2656 |
|
|
2018
Q4 | $32K | Buy |
3,263
+818
| +33% | +$8.02K | ﹤0.01% | 1846 |
|
|
2018
Q3 | $24K | Buy |
2,445
+10
| +0.4% | +$98 | ﹤0.01% | 2330 |
|
|
2018
Q2 | $25K | Buy |
2,435
+21
| +0.9% | +$216 | ﹤0.01% | 2301 |
|
|
2018
Q1 | $28K | Hold |
2,414
| – | – | ﹤0.01% | 2175 |
|
|
2017
Q4 | $28K | Sell |
2,414
-2,760
| -53% | -$32K | ﹤0.01% | 2172 |
|
|
2017
Q3 | $62K | Buy |
5,174
+10
| +0.2% | +$120 | ﹤0.01% | 1843 |
|
|
2017
Q2 | $60K | Buy |
5,164
+11
| +0.2% | +$128 | ﹤0.01% | 1820 |
|
|
2017
Q1 | $59K | Buy |
5,153
+10
| +0.2% | +$114 | ﹤0.01% | 1814 |
|
|
2016
Q4 | $59K | Sell |
5,143
-1,049
| -17% | -$12K | ﹤0.01% | 1765 |
|
|
2016
Q3 | $84K | Buy |
6,192
+23
| +0.4% | +$312 | ﹤0.01% | 1464 |
|
|
2016
Q2 | $85K | Buy |
+6,169
| New | +$85K | ﹤0.01% | 1426 |
|
|
2016
Q1 | – | Sell |
-3,368
| Closed | -$41K | – | 2688 |
|
|
2015
Q4 | $41K | Buy |
+3,368
| New | +$41K | ﹤0.01% | 1724 |
|