JWA
EIM
JFS Wealth Advisors’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
137,028
+134
| +0.1% | +$1.3K | 0.08% | 131 |
|
|
2025
Q1 | $1.36M | Buy |
136,894
+124
| +0.1% | +$1.24K | 0.09% | 125 |
|
|
2024
Q4 | $1.42M | Buy |
136,770
+120
| +0.1% | +$1.24K | 0.1% | 114 |
|
|
2024
Q3 | $1.47M | Buy |
136,650
+128,605
| +1,599% | +$1.38M | 0.1% | 117 |
|
|
2024
Q2 | $85.1K | Buy |
8,045
+109
| +1% | +$1.15K | 0.01% | 334 |
|
|
2024
Q1 | $82.1K | Buy |
7,936
+133
| +2% | +$1.38K | 0.01% | 350 |
|
|
2023
Q4 | $79K | Sell |
7,803
-230,994
| -97% | -$2.34M | 0.01% | 343 |
|
|
2023
Q3 | $2.14M | Sell |
238,797
-1,628
| -0.7% | -$14.6K | 0.2% | 72 |
|
|
2023
Q2 | $2.39M | Buy |
240,425
+97
| +0% | +$965 | 0.22% | 68 |
|
|
2023
Q1 | $2.5M | Buy |
240,328
+95
| +0% | +$988 | 0.24% | 67 |
|
|
2022
Q4 | $2.5M | Buy |
240,233
+101
| +0% | +$1.05K | 0.24% | 66 |
|
|
2022
Q3 | $2.32M | Buy |
240,132
+231,182
| +2,583% | +$2.24M | 0.25% | 63 |
|
|
2022
Q2 | $96K | Sell |
8,950
-317,448
| -97% | -$3.41M | 0.01% | 286 |
|
|
2022
Q1 | $3.75M | Buy |
326,398
+2,006
| +0.6% | +$23.1K | 0.35% | 53 |
|
|
2021
Q4 | $4.41M | Buy |
324,392
+1,888
| +0.6% | +$25.6K | 0.42% | 49 |
|
|
2021
Q3 | $4.32M | Buy |
322,504
+1,812
| +0.6% | +$24.2K | 0.44% | 49 |
|
|
2021
Q2 | $4.39M | Buy |
320,692
+2,192
| +0.7% | +$30K | 0.66% | 33 |
|
|
2021
Q1 | $4.24M | Buy |
318,500
+35,047
| +12% | +$466K | 0.86% | 31 |
|
|
2020
Q4 | $3.86M | Buy |
283,453
+1,470
| +0.5% | +$20K | 0.81% | 30 |
|
|
2020
Q3 | $3.71M | Buy |
281,983
+35,419
| +14% | +$467K | 0.88% | 28 |
|
|
2020
Q2 | $3.14M | Buy |
246,564
+35,801
| +17% | +$455K | 0.81% | 29 |
|
|
2020
Q1 | $2.63M | Buy |
210,763
+599
| +0.3% | +$7.48K | 0.79% | 28 |
|
|
2019
Q4 | $2.71M | Buy |
210,164
+571
| +0.3% | +$7.36K | 0.67% | 36 |
|
|
2019
Q3 | $2.72M | Buy |
209,593
+568
| +0.3% | +$7.36K | 0.69% | 35 |
|
|
2019
Q2 | $2.6M | Buy |
209,025
+1,628
| +0.8% | +$20.2K | 0.66% | 38 |
|
|
2019
Q1 | $2.57M | Buy |
207,397
+2,290
| +1% | +$28.4K | 0.67% | 34 |
|
|
2018
Q4 | $2.32M | Buy |
205,107
+2,391
| +1% | +$27K | 0.62% | 38 |
|
|
2018
Q3 | $2.34M | Buy |
202,716
+3,419
| +2% | +$39.4K | 0.6% | 38 |
|
|
2018
Q2 | $2.35M | Buy |
199,297
+2,411
| +1% | +$28.5K | 0.62% | 37 |
|
|
2018
Q1 | $2.33M | Buy |
196,886
+2,231
| +1% | +$26.4K | 0.61% | 37 |
|
|
2017
Q4 | $2.44M | Buy |
194,655
+2,396
| +1% | +$30K | 0.6% | 39 |
|
|
2017
Q3 | $2.44M | Buy |
192,259
+2,593
| +1% | +$32.9K | 0.63% | 39 |
|
|
2017
Q2 | $2.41M | Buy |
189,666
+1,883
| +1% | +$23.9K | 0.66% | 40 |
|
|
2017
Q1 | $2.33M | Hold |
187,783
| – | – | 0.63% | 42 |
|
|
2016
Q4 | $2.33M | Buy |
187,783
+45,684
| +32% | +$567K | 0.63% | 42 |
|
|
2016
Q3 | $1.94M | Buy |
142,099
+3,283
| +2% | +$44.7K | 0.55% | 48 |
|
|
2016
Q2 | $1.97M | Buy |
138,816
+1,216
| +0.9% | +$17.2K | 0.54% | 40 |
|
|
2016
Q1 | $1.83M | Buy |
137,600
+1,886
| +1% | +$25.1K | 0.54% | 41 |
|
|
2015
Q4 | $1.76M | Buy |
135,714
+1,978
| +1% | +$25.7K | 0.51% | 42 |
|
|
2015
Q3 | $1.67M | Buy |
133,736
+2,685
| +2% | +$33.6K | 0.74% | 33 |
|
|
2015
Q2 | $1.6M | Buy |
131,051
+9,522
| +8% | +$116K | 0.82% | 25 |
|
|
2015
Q1 | $1.57M | Buy |
121,529
+62,532
| +106% | +$807K | 0.74% | 30 |
|
|
2014
Q4 | $757K | Buy |
+58,997
| New | +$757K | 0.12% | 46 |
|