MWM
EVM
Melfa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Hold |
42,446
| – | – | 0.24% | 102 |
|
|
2025
Q1 | $393K | Hold |
42,446
| – | – | 0.27% | 95 |
|
|
2024
Q4 | $389K | Hold |
42,446
| – | – | 0.26% | 97 |
|
|
2024
Q3 | $410K | Hold |
42,446
| – | – | 0.27% | 95 |
|
|
2024
Q2 | $404K | Hold |
42,446
| – | – | 0.28% | 94 |
|
|
2024
Q1 | $401K | Buy |
42,446
+187
| +0.4% | +$1.77K | 0.29% | 90 |
|
|
2023
Q4 | $387K | Buy |
42,259
+12,654
| +43% | +$116K | 0.36% | 69 |
|
|
2023
Q3 | $240K | Buy |
29,605
+151
| +0.5% | +$1.23K | 0.26% | 90 |
|
|
2023
Q2 | $262K | Sell |
29,454
-9,169
| -24% | -$81.6K | 0.27% | 89 |
|
|
2023
Q1 | $348K | Buy |
38,623
+101
| +0.3% | +$911 | 0.35% | 73 |
|
|
2022
Q4 | $333K | Buy |
+38,522
| New | +$333K | 0.35% | 73 |
|