Sit Investment Associates’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34.6M | Buy |
3,880,632
+344,831
| +10% | +$3.08M | 0.74% | 30 |
|
2025
Q1 | $32.8M | Buy |
3,535,801
+243,803
| +7% | +$2.26M | 0.77% | 27 |
|
2024
Q4 | $30.2M | Buy |
3,291,998
+233,588
| +8% | +$2.14M | 0.69% | 31 |
|
2024
Q3 | $29.5M | Hold |
3,058,410
| – | – | 0.66% | 32 |
|
2024
Q2 | $29.1M | Buy |
3,058,410
+169,468
| +6% | +$1.61M | 0.67% | 36 |
|
2024
Q1 | $27.3M | Buy |
2,888,942
+236,866
| +9% | +$2.24M | 0.63% | 40 |
|
2023
Q4 | $24.3M | Buy |
2,652,076
+1,325,991
| +100% | +$12.1M | 0.6% | 37 |
|
2023
Q3 | $10.8M | Buy |
1,326,085
+664,399
| +100% | +$5.4M | 0.3% | 107 |
|
2023
Q2 | $5.89M | Hold |
661,686
| – | – | 0.15% | 175 |
|
2023
Q1 | $5.97M | Buy |
+661,686
| New | +$5.97M | 0.16% | 172 |
|