PIA
EVM
Perennial Investment Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
78,950
+4,250
| +6% | +$37.9K | 0.07% | 211 |
|
|
2025
Q1 | $692K | Buy |
74,700
+2,100
| +3% | +$19.5K | 0.08% | 198 |
|
|
2024
Q4 | $666K | Buy |
72,600
+6,725
| +10% | +$61.7K | 0.08% | 190 |
|
|
2024
Q3 | $636K | Buy |
65,875
+15,225
| +30% | +$147K | 0.08% | 185 |
|
|
2024
Q2 | $482K | Buy |
50,650
+27,825
| +122% | +$265K | 0.07% | 202 |
|
|
2024
Q1 | $216K | Buy |
+22,825
| New | +$216K | 0.03% | 307 |
|