Steward Partners Investment Advisory’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
36,049
-500
| -1% | -$9.01K | 0.01% | 1175 |
|
|
2025
Q1 | $668K | Sell |
36,549
-7,023
| -16% | -$128K | 0.01% | 1086 |
|
|
2024
Q4 | $767K | Sell |
43,572
-8,501
| -16% | -$150K | 0.01% | 970 |
|
|
2024
Q3 | $983K | Hold |
52,073
| – | – | 0.01% | 861 |
|
|
2024
Q2 | $974K | Sell |
52,073
-198
| -0.4% | -$3.7K | 0.01% | 823 |
|
|
2024
Q1 | $933K | Sell |
52,271
-2,196
| -4% | -$39.2K | 0.01% | 820 |
|
|
2023
Q4 | $944K | Sell |
54,467
-2,443
| -4% | -$42.4K | 0.01% | 755 |
|
|
2023
Q3 | $965K | Sell |
56,910
-3,309
| -5% | -$56.1K | 0.01% | 685 |
|
|
2023
Q2 | $1.06M | Sell |
60,219
-29,689
| -33% | -$522K | 0.02% | 675 |
|
|
2023
Q1 | $1.6M | Buy |
89,908
+46,371
| +107% | +$825K | 0.03% | 532 |
|
|
2022
Q4 | $776K | Buy |
43,537
+602
| +1% | +$10.7K | 0.01% | 753 |
|
|
2022
Q3 | $803K | Sell |
42,935
-2,150
| -5% | -$40.2K | 0.02% | 688 |
|
|
2022
Q2 | $934K | Buy |
45,085
+2,793
| +7% | +$57.9K | 0.02% | 650 |
|
|
2022
Q1 | $864K | Buy |
42,292
+1,790
| +4% | +$36.6K | 0.01% | 731 |
|
|
2021
Q4 | $871K | Sell |
40,502
-717
| -2% | -$15.4K | 0.01% | 751 |
|
|
2021
Q3 | $920K | Buy |
41,219
+1,540
| +4% | +$34.4K | 0.02% | 689 |
|
|
2021
Q2 | $924K | Hold |
39,679
| – | – | 0.02% | 702 |
|
|
2021
Q1 | $868K | Sell |
39,679
-240
| -0.6% | -$5.25K | 0.02% | 693 |
|
|
2020
Q4 | $935K | Buy |
39,919
+220
| +0.6% | +$5.15K | 0.02% | 582 |
|
|
2020
Q3 | $836K | Buy |
39,699
+8,530
| +27% | +$180K | 0.02% | 532 |
|
|
2020
Q2 | $636K | Buy |
31,169
+21,495
| +222% | +$439K | 0.02% | 559 |
|
|
2020
Q1 | $192K | Buy |
9,674
+2,250
| +30% | +$44.7K | 0.01% | 807 |
|
|
2019
Q4 | $162K | Buy |
7,424
+1,400
| +23% | +$30.6K | ﹤0.01% | 947 |
|
|
2019
Q3 | $130K | Buy |
6,024
+1,625
| +37% | +$35.1K | ﹤0.01% | 989 |
|
|
2019
Q2 | $90K | Buy |
+4,399
| New | +$90K | ﹤0.01% | 1097 |
|
|
2018
Q4 | – | Sell |
-6,314
| Closed | -$123K | – | 1176 |
|
|
2018
Q3 | $123K | Sell |
6,314
-2,833
| -31% | -$55.2K | 0.01% | 868 |
|
|
2018
Q2 | $181K | Buy |
9,147
+2,833
| +45% | +$56.1K | 0.01% | 676 |
|
|
2018
Q1 | $119K | Buy |
6,314
+4,314
| +216% | +$81.3K | 0.01% | 731 |
|
|
2017
Q4 | $41K | Buy |
+2,000
| New | +$41K | ﹤0.01% | 894 |
|