PFO
EOT

Pathstone Family Office’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,552
Closed -$581K 1292
2022
Q4
$581K Buy
+5,552
New +$581K 0.01% 1030
2021
Q1
Sell
-2,776
Closed -$57K 851
2020
Q4
$57K Hold
2,776
﹤0.01% 484
2020
Q3
$56K Hold
2,776
0.01% 354
2020
Q2
$55K Hold
2,776
0.01% 306
2020
Q1
$54K Hold
2,776
0.01% 296
2019
Q4
$601K Hold
2,776
0.01% 264
2019
Q3
$63K Hold
2,776
0.01% 239
2019
Q2
$63K Hold
2,776
0.01% 296
2019
Q1
$59K Hold
2,776
0.01% 283
2018
Q4
$52K Hold
2,776
0.01% 177
2018
Q3
$60K Buy
+2,776
New +$60K 0.02% 90
2018
Q2
Sell
-2,776
Closed -$57K 208
2018
Q1
$57K Hold
2,776
0.03% 94
2017
Q4
$63K Hold
2,776
0.03% 56
2017
Q3
$63K Hold
2,776
0.06% 65
2017
Q2
$61K Hold
2,776
0.03% 179
2017
Q1
$60K Buy
+2,776
New +$60K 0.03% 167
2016
Q4
Sell
-2,776
Closed -$65K 128
2016
Q3
$65K Hold
2,776
0.07% 55
2016
Q2
$64K Hold
2,776
0.06% 51
2016
Q1
$62K Hold
2,776
0.13% 47
2015
Q4
$59K Hold
2,776
0.27% 17
2015
Q3
$57K Hold
2,776
0.15% 35
2015
Q2
$56K Hold
2,776
0.09% 33
2015
Q1
$59K Hold
2,776
0.1% 36
2014
Q4
$58K Hold
2,776
0.2% 29
2014
Q3
$55K Sell
2,776
-2,579
-48% -$51.1K 0.17% 44
2014
Q2
$108K Buy
5,355
+33
+0.6% +$666 0.31% 14
2014
Q1
$103K Buy
5,322
+34
+0.6% +$658 0.27% 16
2013
Q4
$97K Buy
5,288
+916
+21% +$16.8K 0.21% 21
2013
Q3
$80K Buy
+4,372
New +$80K 0.35% 44