Lokken Investment Group’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,307
| Closed | -$111K | – | 148 |
|
2024
Q3 | $111K | Hold |
10,307
| – | – | 0.05% | 156 |
|
2024
Q2 | $109K | Hold |
10,307
| – | – | 0.05% | 148 |
|
2024
Q1 | $107K | Hold |
10,307
| – | – | 0.05% | 140 |
|
2023
Q4 | $104K | Hold |
10,307
| – | – | 0.06% | 135 |
|
2023
Q3 | $92.4K | Hold |
10,307
| – | – | 0.06% | 132 |
|
2023
Q2 | $103K | Hold |
10,307
| – | – | 0.07% | 128 |
|
2023
Q1 | $107K | Hold |
10,307
| – | – | 0.08% | 124 |
|
2022
Q4 | $107K | Hold |
10,307
| – | – | 0.08% | 117 |
|
2022
Q3 | $100K | Hold |
10,307
| – | – | 0.09% | 111 |
|
2022
Q2 | $110K | Hold |
10,307
| – | – | 0.09% | 114 |
|
2022
Q1 | $111K | Hold |
10,307
| – | – | 0.09% | 124 |
|
2021
Q4 | $140K | Buy |
+10,307
| New | +$140K | 0.1% | 134 |
|