LPL Financial’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
157,175
+38,544
| +32% | +$344K | ﹤0.01% | 3419 |
|
|
2025
Q1 | $1.1M | Buy |
118,631
+2,300
| +2% | +$21.3K | ﹤0.01% | 3441 |
|
|
2024
Q4 | $1.07M | Sell |
116,331
-44,684
| -28% | -$410K | ﹤0.01% | 3406 |
|
|
2024
Q3 | $1.55M | Buy |
161,015
+14,376
| +10% | +$139K | ﹤0.01% | 2937 |
|
|
2024
Q2 | $1.39M | Sell |
146,639
-1,002
| -0.7% | -$9.53K | ﹤0.01% | 2908 |
|
|
2024
Q1 | $1.4M | Buy |
147,641
+47,975
| +48% | +$453K | ﹤0.01% | 2864 |
|
|
2023
Q4 | $912K | Buy |
99,666
+1,414
| +1% | +$12.9K | ﹤0.01% | 3096 |
|
|
2023
Q3 | $798K | Sell |
98,252
-2,692
| -3% | -$21.9K | ﹤0.01% | 3072 |
|
|
2023
Q2 | $898K | Buy |
100,944
+58,065
| +135% | +$517K | ﹤0.01% | 2899 |
|
|
2023
Q1 | $387K | Buy |
42,879
+323
| +0.8% | +$2.91K | ﹤0.01% | 3522 |
|
|
2022
Q4 | $368K | Buy |
42,556
+20,846
| +96% | +$180K | ﹤0.01% | 3494 |
|
|
2022
Q3 | $185K | Buy |
21,710
+57
| +0.3% | +$486 | ﹤0.01% | 3931 |
|
|
2022
Q2 | $201K | Sell |
21,653
-21,657
| -50% | -$201K | ﹤0.01% | 3912 |
|
|
2022
Q1 | $435K | Sell |
43,310
-5,431
| -11% | -$54.5K | ﹤0.01% | 3298 |
|
|
2021
Q4 | $565K | Sell |
48,741
-8,499
| -15% | -$98.5K | ﹤0.01% | 3161 |
|
|
2021
Q3 | $683K | Buy |
57,240
+280
| +0.5% | +$3.34K | ﹤0.01% | 2917 |
|
|
2021
Q2 | $681K | Buy |
56,960
+13,406
| +31% | +$160K | ﹤0.01% | 2876 |
|
|
2021
Q1 | $507K | Sell |
43,554
-11,901
| -21% | -$139K | ﹤0.01% | 2997 |
|
|
2020
Q4 | $652K | Buy |
55,455
+1,349
| +2% | +$15.9K | ﹤0.01% | 2512 |
|
|
2020
Q3 | $615K | Buy |
54,106
+19,449
| +56% | +$221K | ﹤0.01% | 2295 |
|
|
2020
Q2 | $386K | Buy |
34,657
+5,072
| +17% | +$56.5K | ﹤0.01% | 2613 |
|
|
2020
Q1 | $312K | Buy |
29,585
+4,560
| +18% | +$48.1K | ﹤0.01% | 2467 |
|
|
2019
Q4 | $282K | Sell |
25,025
-1,168
| -4% | -$13.2K | ﹤0.01% | 2811 |
|
|
2019
Q3 | $297K | Buy |
26,193
+10,646
| +68% | +$121K | ﹤0.01% | 2681 |
|
|
2019
Q2 | $171K | Buy |
15,547
+973
| +7% | +$10.7K | ﹤0.01% | 3049 |
|
|
2019
Q1 | $154K | Buy |
14,574
+79
| +0.5% | +$835 | ﹤0.01% | 2992 |
|
|
2018
Q4 | $144K | Buy |
14,495
+214
| +1% | +$2.13K | ﹤0.01% | 2885 |
|
|
2018
Q3 | $142K | Sell |
14,281
-1,610
| -10% | -$16K | ﹤0.01% | 3060 |
|
|
2018
Q2 | $164K | Buy |
15,891
+39
| +0.2% | +$402 | ﹤0.01% | 3009 |
|
|
2018
Q1 | $163K | Buy |
15,852
+2,953
| +23% | +$30.4K | ﹤0.01% | 2985 |
|
|
2017
Q4 | $148K | Buy |
12,899
+14
| +0.1% | +$161 | ﹤0.01% | 2855 |
|
|
2017
Q3 | $155K | Sell |
12,885
-4,346
| -25% | -$52.3K | ﹤0.01% | 2706 |
|
|
2017
Q2 | $200K | Sell |
17,231
-51,439
| -75% | -$597K | ﹤0.01% | 2578 |
|
|
2017
Q1 | $786K | Sell |
68,670
-2,137
| -3% | -$24.5K | 0.01% | 1431 |
|
|
2016
Q4 | $808K | Sell |
70,807
-590
| -0.8% | -$6.73K | 0.01% | 1365 |
|
|
2016
Q3 | $947K | Buy |
71,397
+105
| +0.1% | +$1.39K | 0.01% | 1238 |
|
|
2016
Q2 | $995K | Sell |
71,292
-70,459
| -50% | -$983K | 0.01% | 1169 |
|
|
2016
Q1 | $1.8M | Buy |
141,751
+27
| +0% | +$343 | 0.01% | 1262 |
|
|
2015
Q4 | $1.73M | Buy |
141,724
+81,472
| +135% | +$994K | ﹤0.01% | 1264 |
|
|
2015
Q3 | $713K | Buy |
60,252
+2,735
| +5% | +$32.4K | ﹤0.01% | 1505 |
|
|
2015
Q2 | $653K | Buy |
57,517
+5,414
| +10% | +$61.5K | ﹤0.01% | 1689 |
|
|
2015
Q1 | $629K | Buy |
52,103
+961
| +2% | +$11.6K | ﹤0.01% | 1690 |
|
|
2014
Q4 | $602K | Buy |
51,142
+1,517
| +3% | +$17.9K | ﹤0.01% | 1647 |
|
|
2014
Q3 | $566K | Sell |
49,625
-2,510
| -5% | -$28.6K | ﹤0.01% | 1691 |
|
|
2014
Q2 | $604K | Buy |
52,135
+1,212
| +2% | +$14K | ﹤0.01% | 1674 |
|
|
2014
Q1 | $553K | Buy |
50,923
+816
| +2% | +$8.86K | ﹤0.01% | 1662 |
|
|
2013
Q4 | $512K | Buy |
50,107
+5,213
| +12% | +$53.3K | ﹤0.01% | 1710 |
|
|
2013
Q3 | $450K | Buy |
44,894
+6,971
| +18% | +$69.9K | ﹤0.01% | 1729 |
|
|
2013
Q2 | $414K | Buy |
+37,923
| New | +$414K | ﹤0.01% | 1693 |
|