NWM
EVM

Napa Wealth Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Napa Wealth Management’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,102
Closed -$407K – 118
2024
Q1 		$407K Hold
43,102
– – 0.21% 40
2023
Q4 		$394K Buy
+43,102
New +$364K 0.21% 73

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LSC
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HWAM
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Morgan Stanley
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COLIM
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Napa Wealth Management's EVM Position: Q2 2024 in Review

Napa Wealth Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q2 2024, closing a stake of 43,102 shares — an estimated $407K sold.

Napa Wealth Management first reported a position in EVM in Q4 2023 and held it in 2 quarters. The position peaked at $407K in Q1 2024. 50 funds tracked by Wall St. Rank hold EVM as of Q2 2024.

  • Napa Wealth Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 43,102 Eaton Vance California Municipal Bond Fund shares in Q2 2024, an estimated $407K.
  • Napa Wealth Management first reported a position in Eaton Vance California Municipal Bond Fund in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's Eaton Vance California Municipal Bond Fund position peaked at $407K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.