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EVM

Summit Trail Advisors’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Summit Trail Advisors’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,595
Closed -$100K – 409
2022
Q4 		$100K Buy
+11,595
New +$100K ﹤0.01% 390
2018
Q3 		– Sell
-2,699
Closed -$28K – 341
2018
Q2 		$28K Buy
+2,699
New +$28K 0.01% 358