Laird Norton Wetherby Wealth Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,144
| Closed | -$108K | – | 902 |
|
|
2022
Q3 | $108K | Hold |
11,144
| – | – | 0.01% | 840 |
|
|
2022
Q2 | $119K | Hold |
11,144
| – | – | 0.01% | 861 |
|
|
2022
Q1 | $128K | Buy |
+11,144
| New | +$128K | 0.01% | 880 |
|
|
2021
Q1 | – | Sell |
-12,457
| Closed | -$169K | – | 805 |
|
|
2020
Q4 | $169K | Sell |
12,457
-1,692
| -12% | -$23K | 0.01% | 824 |
|
|
2020
Q3 | $186K | Buy |
14,149
+439
| +3% | +$5.77K | 0.02% | 653 |
|
|
2020
Q2 | $175K | Sell |
13,710
-588
| -4% | -$7.51K | 0.02% | 658 |
|
|
2020
Q1 | $178K | Buy |
14,298
+3,400
| +31% | +$42.3K | 0.02% | 586 |
|
|
2019
Q4 | $140K | Sell |
10,898
-2,043
| -16% | -$26.2K | 0.01% | 682 |
|
|
2019
Q3 | $168K | Buy |
12,941
+312
| +2% | +$4.05K | 0.02% | 671 |
|
|
2019
Q2 | $157K | Buy |
+12,629
| New | +$157K | 0.02% | 653 |
|
|
2018
Q4 | – | Sell |
-19,043
| Closed | -$220K | – | 655 |
|
|
2018
Q3 | $220K | Hold |
19,043
| – | – | 0.03% | 600 |
|
|
2018
Q2 | $225K | Buy |
19,043
+745
| +4% | +$8.8K | 0.03% | 567 |
|
|
2018
Q1 | $216K | Buy |
18,298
+3,709
| +25% | +$43.8K | 0.03% | 588 |
|
|
2017
Q4 | $183K | Buy |
14,589
+1,309
| +10% | +$16.4K | 0.03% | 606 |
|
|
2017
Q3 | $168K | Hold |
13,280
| – | – | 0.03% | 584 |
|
|
2017
Q2 | $169K | Sell |
13,280
-4,281
| -24% | -$54.5K | 0.03% | 539 |
|
|
2017
Q1 | $220K | Buy |
+17,561
| New | +$220K | 0.04% | 499 |
|
|
2016
Q3 | – | Sell |
-12,229
| Closed | -$173K | – | 525 |
|
|
2016
Q2 | $173K | Buy |
+12,229
| New | +$173K | 0.04% | 470 |
|