Napa Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Hold |
16,108
| – | – | 0.07% | 131 |
|
|
2025
Q1 | $161K | Sell |
16,108
-2,385
| -13% | -$23.9K | 0.09% | 156 |
|
|
2024
Q4 | $186K | Sell |
18,493
-19
| -0.1% | -$191 | 0.08% | 165 |
|
|
2024
Q3 | $201K | Sell |
18,512
-6,617
| -26% | -$71.9K | 0.1% | 152 |
|
|
2024
Q2 | $273K | Sell |
25,129
-38,205
| -60% | -$416K | 0.18% | 87 |
|
|
2024
Q1 | $672K | Sell |
63,334
-1,000
| -2% | -$10.6K | 0.35% | 24 |
|
|
2023
Q4 | $665K | Buy |
+64,334
| New | +$665K | 0.36% | 57 |
|