IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-83,974
| Closed | -$1.15M | – | 852 |
|
|
2021
Q2 | $1.15M | Sell |
83,974
-476
| -0.6% | -$6.51K | 0.07% | 293 |
|
|
2021
Q1 | $1.12M | Sell |
84,450
-3,243
| -4% | -$43.1K | 0.08% | 249 |
|
|
2020
Q4 | $1.19M | Buy |
87,693
+3,243
| +4% | +$44.1K | 0.1% | 214 |
|
|
2020
Q3 | $1.11M | Buy |
+84,450
| New | +$1.11M | 0.11% | 193 |
|
|
2020
Q2 | – | Sell |
-107,502
| Closed | -$1.34M | – | 592 |
|
|
2020
Q1 | $1.34M | Sell |
107,502
-1,510
| -1% | -$18.9K | 0.19% | 126 |
|
|
2019
Q4 | $1.4M | Sell |
109,012
-19,369
| -15% | -$249K | 0.17% | 144 |
|
|
2019
Q3 | $1.66M | Hold |
128,381
| – | – | 0.23% | 106 |
|
|
2019
Q2 | $1.6M | Sell |
128,381
-46,152
| -26% | -$574K | 0.23% | 102 |
|
|
2019
Q1 | $2.16M | Hold |
174,533
| – | – | 0.36% | 63 |
|
|
2018
Q4 | $1.97M | Buy |
+174,533
| New | +$1.97M | 0.38% | 67 |
|