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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