United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,643
| Closed | -$156K | – | 849 |
|
|
2023
Q2 | $156K | Hold |
15,643
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $163K | Hold |
15,643
| – | – | ﹤0.01% | 933 |
|
|
2022
Q4 | $163K | Hold |
15,643
| – | – | ﹤0.01% | 999 |
|
|
2022
Q3 | $151K | Hold |
15,643
| – | – | ﹤0.01% | 1042 |
|
|
2022
Q2 | $167K | Hold |
15,643
| – | – | ﹤0.01% | 1074 |
|
|
2022
Q1 | $180K | Hold |
15,643
| – | – | ﹤0.01% | 1108 |
|
|
2021
Q4 | $212K | Buy |
15,643
+4,330
| +38% | +$58.7K | ﹤0.01% | 1129 |
|
|
2021
Q3 | $151K | Hold |
11,313
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q2 | $155K | Hold |
11,313
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q1 | $150K | Sell |
11,313
-1,532
| -12% | -$20.3K | ﹤0.01% | 1148 |
|
|
2020
Q4 | $175K | Hold |
12,845
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q3 | $169K | Hold |
12,845
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q2 | $163K | Hold |
12,845
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q1 | $160K | Hold |
12,845
| – | – | ﹤0.01% | 1088 |
|
|
2019
Q4 | $165K | Hold |
12,845
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q3 | $166K | Sell |
12,845
-991
| -7% | -$12.8K | ﹤0.01% | 1201 |
|
|
2019
Q2 | $172K | Sell |
13,836
-2,000
| -13% | -$24.9K | ﹤0.01% | 1357 |
|
|
2019
Q1 | $196K | Buy |
+15,836
| New | +$196K | ﹤0.01% | 1257 |
|