Steward Partners Investment Advisory’s Eaton Vance Municipal Bond Fund EIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
12,596
+25
| +0.2% | +$242 | ﹤0.01% | 1994 |
|
|
2025
Q1 | $125K | Buy |
12,571
+377
| +3% | +$3.76K | ﹤0.01% | 1893 |
|
|
2024
Q4 | $126K | Buy |
12,194
+95
| +0.8% | +$984 | ﹤0.01% | 1860 |
|
|
2024
Q3 | $130K | Buy |
12,099
+279
| +2% | +$3K | ﹤0.01% | 1745 |
|
|
2024
Q2 | $125K | Sell |
11,820
-23
| -0.2% | -$243 | ﹤0.01% | 1666 |
|
|
2024
Q1 | $123K | Sell |
11,843
-1,102
| -9% | -$11.4K | ﹤0.01% | 1656 |
|
|
2023
Q4 | $131K | Sell |
12,945
-7,215
| -36% | -$73.1K | ﹤0.01% | 1561 |
|
|
2023
Q3 | $181K | Buy |
20,160
+173
| +0.9% | +$1.55K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $199K | Sell |
19,987
-198
| -1% | -$1.97K | ﹤0.01% | 1294 |
|
|
2023
Q1 | $210K | Buy |
20,185
+3,240
| +19% | +$33.7K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $176K | Sell |
16,945
-639
| -4% | -$6.64K | ﹤0.01% | 1293 |
|
|
2022
Q3 | $170K | Sell |
17,584
-721
| -4% | -$6.97K | ﹤0.01% | 1263 |
|
|
2022
Q2 | $196K | Buy |
18,305
+65
| +0.4% | +$696 | ﹤0.01% | 1217 |
|
|
2022
Q1 | $210K | Buy |
18,240
+272
| +2% | +$3.13K | ﹤0.01% | 1272 |
|
|
2021
Q4 | $244K | Buy |
17,968
+1,164
| +7% | +$15.8K | ﹤0.01% | 1229 |
|
|
2021
Q3 | $225K | Buy |
16,804
+731
| +5% | +$9.79K | ﹤0.01% | 1225 |
|
|
2021
Q2 | $220K | Sell |
16,073
-15,566
| -49% | -$213K | ﹤0.01% | 1467 |
|
|
2021
Q1 | $421K | Buy |
31,639
+15,208
| +93% | +$202K | 0.01% | 951 |
|
|
2020
Q4 | $223K | Buy |
16,431
+51
| +0.3% | +$692 | ﹤0.01% | 1022 |
|
|
2020
Q3 | $216K | Buy |
16,380
+1,050
| +7% | +$13.8K | 0.01% | 913 |
|
|
2020
Q2 | $195K | Buy |
15,330
+3,195
| +26% | +$40.6K | 0.01% | 892 |
|
|
2020
Q1 | $151K | Buy |
12,135
+12
| +0.1% | +$149 | 0.01% | 870 |
|
|
2019
Q4 | $156K | Buy |
12,123
+10
| +0.1% | +$129 | ﹤0.01% | 961 |
|
|
2019
Q3 | $156K | Buy |
12,113
+1,214
| +11% | +$15.6K | 0.01% | 928 |
|
|
2019
Q2 | $135K | Buy |
10,899
+243
| +2% | +$3.01K | 0.01% | 940 |
|
|
2019
Q1 | $132K | Buy |
+10,656
| New | +$132K | 0.01% | 766 |
|
|
2018
Q4 | – | Sell |
-3,069
| Closed | -$35K | – | 1137 |
|
|
2018
Q3 | $35K | Buy |
3,069
+2,000
| +187% | +$22.8K | ﹤0.01% | 1328 |
|
|
2018
Q2 | $13K | Buy |
+1,069
| New | +$13K | ﹤0.01% | 1645 |
|
|
2017
Q3 | – | Sell |
-935
| Closed | -$11K | – | 1694 |
|
|
2017
Q2 | $11K | Hold |
935
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q1 | $11K | Buy |
+935
| New | +$11K | ﹤0.01% | 914 |
|