Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,139
| Closed | -$126K | – | 1663 |
|
|
2024
Q1 | $126K | Hold |
12,139
| – | – | ﹤0.01% | 1568 |
|
|
2023
Q4 | $123K | Buy |
+12,139
| New | +$123K | ﹤0.01% | 1511 |
|
|
2019
Q1 | – | Sell |
-23,046
| Closed | -$260K | – | 333 |
|
|
2018
Q4 | $260K | Hold |
23,046
| – | – | 0.07% | 213 |
|
|
2018
Q3 | $263K | Hold |
23,046
| – | – | 0.08% | 203 |
|
|
2018
Q2 | $272K | Hold |
23,046
| – | – | 0.09% | 170 |
|
|
2018
Q1 | $272K | Hold |
23,046
| – | – | 0.11% | 156 |
|
|
2017
Q4 | $288K | Buy |
+23,046
| New | +$288K | 0.12% | 141 |
|