Steward Partners Investment Advisory’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 | $20.5K | Hold |
2,301
| – | – | ﹤0.01% | 2915 |
|
|
2025
Q1 | $21.3K | Hold |
2,301
| – | – | ﹤0.01% | 2777 |
|
|
2024
Q4 | $21.1K | Hold |
2,301
| – | – | ﹤0.01% | 2763 |
|
|
2024
Q3 | $22.2K | Hold |
2,301
| – | – | ﹤0.01% | 2619 |
|
|
2024
Q2 | $21.9K | Hold |
2,301
| – | – | ﹤0.01% | 2496 |
|
|
2024
Q1 | $21.7K | Hold |
2,301
| – | – | ﹤0.01% | 2493 |
|
|
2023
Q4 | $21.1K | Sell |
2,301
-1,350
| -37% | -$12.4K | ﹤0.01% | 2388 |
|
|
2023
Q3 | $29.6K | Hold |
3,651
| – | – | ﹤0.01% | 2139 |
|
|
2023
Q2 | $32.5K | Hold |
3,651
| – | – | ﹤0.01% | 2062 |
|
|
2023
Q1 | $32.9K | Buy |
3,651
+559
| +18% | +$5.04K | ﹤0.01% | 2043 |
|
|
2022
Q4 | $26.7K | Hold |
3,092
| – | – | ﹤0.01% | 2103 |
|
|
2022
Q3 | $26K | Hold |
3,092
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q2 | $29K | Hold |
3,092
| – | – | ﹤0.01% | 2056 |
|
|
2022
Q1 | $31K | Buy |
3,092
+742
| +32% | +$7.44K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $27K | Hold |
2,350
| – | – | ﹤0.01% | 2190 |
|
|
2021
Q3 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q2 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 4378 |
|
|
2021
Q1 | $27.4K | Hold |
2,350
| – | – | ﹤0.01% | 2319 |
|
|
2020
Q4 | $28K | Hold |
2,350
| – | – | ﹤0.01% | 1936 |
|
|
2020
Q3 | $27K | Hold |
2,350
| – | – | ﹤0.01% | 1770 |
|
|
2020
Q2 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1674 |
|
|
2020
Q1 | $24K | Hold |
2,350
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q4 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1686 |
|
|
2019
Q3 | $26K | Hold |
2,350
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q2 | $25K | Buy |
+2,350
| New | +$25K | ﹤0.01% | 1623 |
|
|
2018
Q4 | – | Sell |
-2,350
| Closed | -$23K | – | 1181 |
|
|
2018
Q3 | $23K | Hold |
2,350
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q2 | $24K | Buy |
+2,350
| New | +$24K | ﹤0.01% | 1388 |
|