J.P. Morgan Private Wealth Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-29,393
| Closed | -$607K | – | 1474 |
|
|
2018
Q1 | $607K | Buy |
29,393
+10,453
| +55% | +$216K | ﹤0.01% | 803 |
|
|
2017
Q4 | $427K | Hold |
18,940
| – | – | ﹤0.01% | 925 |
|
|
2017
Q3 | $430K | Buy |
+18,940
| New | +$430K | ﹤0.01% | 904 |
|
|
2017
Q1 | – | Sell |
-10,450
| Closed | -$217K | – | 1337 |
|
|
2016
Q4 | $217K | Sell |
10,450
-2,250
| -18% | -$46.7K | ﹤0.01% | 1131 |
|
|
2016
Q3 | $296K | Sell |
12,700
-250
| -2% | -$5.83K | ﹤0.01% | 993 |
|
|
2016
Q2 | $298K | Buy |
12,950
+400
| +3% | +$9.21K | ﹤0.01% | 984 |
|
|
2016
Q1 | $280K | Buy |
12,550
+2,097
| +20% | +$46.8K | ﹤0.01% | 979 |
|
|
2015
Q4 | $224K | Buy |
+10,453
| New | +$224K | ﹤0.01% | 985 |
|