Realta Investment Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,000
| Closed | -$131K | – | 425 |
|
|
2021
Q3 | $131K | Hold |
11,000
| – | – | 0.03% | 397 |
|
|
2021
Q2 | $132K | Hold |
11,000
| – | – | 0.03% | 391 |
|
|
2021
Q1 | $128K | Sell |
11,000
-502
| -4% | -$5.84K | 0.03% | 366 |
|
|
2020
Q4 | $135K | Buy |
11,502
+83
| +0.7% | +$974 | 0.04% | 321 |
|
|
2020
Q3 | $130K | Buy |
+11,419
| New | +$130K | 0.04% | 300 |
|
|
2020
Q1 | – | Sell |
-6,386
| Closed | -$71K | – | 631 |
|
|
2019
Q4 | $71K | Hold |
6,386
| – | – | 0.02% | 582 |
|
|
2019
Q3 | $72K | Buy |
+6,386
| New | +$72K | 0.02% | 575 |
|