Laird Norton Wetherby Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-12,032
| Closed | -$127K | – | 684 |
|
|
2019
Q1 | $127K | Sell |
12,032
-8,086
| -40% | -$85.3K | 0.02% | 646 |
|
|
2018
Q4 | $199K | Buy |
20,118
+605
| +3% | +$5.98K | 0.03% | 589 |
|
|
2018
Q3 | $194K | Hold |
19,513
| – | – | 0.02% | 626 |
|
|
2018
Q2 | $202K | Buy |
19,513
+740
| +4% | +$7.66K | 0.03% | 603 |
|
|
2018
Q1 | $193K | Buy |
18,773
+3,753
| +25% | +$38.6K | 0.03% | 610 |
|
|
2017
Q4 | $173K | Buy |
15,020
+1,052
| +8% | +$12.1K | 0.02% | 610 |
|
|
2017
Q3 | $168K | Hold |
13,968
| – | – | 0.03% | 585 |
|
|
2017
Q2 | $162K | Sell |
13,968
-4,538
| -25% | -$52.6K | 0.03% | 543 |
|
|
2017
Q1 | $210K | Sell |
18,506
-40,224
| -68% | -$456K | 0.04% | 518 |
|
|
2016
Q4 | $668K | Buy |
+58,730
| New | +$668K | 0.13% | 195 |
|