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 |
|