Tortoise Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,500
| Closed | -$42.8K | – | 884 |
|
|
2024
Q2 | $42.8K | Sell |
4,500
-2,500
| -36% | -$23.8K | ﹤0.01% | 411 |
|
|
2024
Q1 | $66.2K | Sell |
7,000
-5,000
| -42% | -$47.3K | 0.01% | 343 |
|
|
2023
Q4 | $110K | Hold |
12,000
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $97.4K | Hold |
12,000
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $107K | Hold |
12,000
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $108K | Hold |
12,000
| – | – | 0.02% | 260 |
|
|
2022
Q4 | $104K | Buy |
+12,000
| New | +$104K | 0.02% | 262 |
|