Keudell/Morrison Wealth Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
21,851
+11,201
| +105% | +$182K | 0.08% | 153 |
|
|
2025
Q1 | $177K | Sell |
10,650
-1,250
| -11% | -$20.8K | 0.04% | 212 |
|
|
2024
Q4 | $196K | Sell |
11,900
-295
| -2% | -$4.86K | 0.05% | 215 |
|
|
2024
Q3 | $219K | Sell |
12,195
-7,071
| -37% | -$127K | 0.06% | 199 |
|
|
2024
Q2 | $324K | Sell |
19,266
-2,544
| -12% | -$42.8K | 0.09% | 150 |
|
|
2024
Q1 | $362K | Buy |
21,810
+1,404
| +7% | +$23.3K | 0.11% | 141 |
|
|
2023
Q4 | $345K | Sell |
20,406
-13,638
| -40% | -$231K | 0.11% | 137 |
|
|
2023
Q3 | $552K | Sell |
34,044
-1,798
| -5% | -$29.2K | 0.17% | 90 |
|
|
2023
Q2 | $622K | Sell |
35,842
-1,311
| -4% | -$22.8K | 0.18% | 87 |
|
|
2023
Q1 | $656K | Buy |
37,153
+3
| +0% | +$53 | 0.19% | 85 |
|
|
2022
Q4 | $610K | Buy |
37,150
+21,465
| +137% | +$353K | 0.2% | 87 |
|
|
2022
Q3 | $258K | Buy |
15,685
+3,983
| +34% | +$65.5K | 0.1% | 150 |
|
|
2022
Q2 | $209K | Buy |
+11,702
| New | +$209K | 0.08% | 163 |
|