Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$27K | – | 159 |
|
|
2019
Q2 | $27K | Sell |
1,200
-2,260
| -65% | -$50.9K | 0.02% | 208 |
|
|
2019
Q1 | $73K | Sell |
3,460
-4,000
| -54% | -$84.4K | 0.05% | 126 |
|
|
2018
Q4 | $139K | Sell |
7,460
-6,600
| -47% | -$123K | 0.11% | 79 |
|
|
2018
Q3 | $302K | Buy |
14,060
+4,600
| +49% | +$98.8K | 0.2% | 57 |
|
|
2018
Q2 | $193K | Buy |
9,460
+1,000
| +12% | +$20.4K | 0.14% | 70 |
|
|
2018
Q1 | $175K | Hold |
8,460
| – | – | 0.12% | 76 |
|
|
2017
Q4 | $179K | Buy |
8,460
+5,460
| +182% | +$116K | 0.11% | 75 |
|
|
2017
Q3 | $68K | Hold |
3,000
| – | – | 0.05% | 131 |
|
|
2017
Q2 | $66K | Buy |
+3,000
| New | +$66K | 0.04% | 136 |
|