United Capital Financial Advisors’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,283
| Closed | -$183K | – | 1069 |
|
|
2023
Q3 | $183K | Sell |
11,283
-534
| -5% | -$8.66K | ﹤0.01% | 808 |
|
|
2023
Q2 | $205K | Sell |
11,817
-465
| -4% | -$8.07K | ﹤0.01% | 851 |
|
|
2023
Q1 | $217K | Hold |
12,282
| – | – | ﹤0.01% | 903 |
|
|
2022
Q4 | $202K | Sell |
12,282
-578
| -4% | -$9.5K | ﹤0.01% | 992 |
|
|
2022
Q3 | $212K | Sell |
12,860
-2,199
| -15% | -$36.3K | ﹤0.01% | 1006 |
|
|
2022
Q2 | $269K | Hold |
15,059
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $287K | Sell |
15,059
-1,496
| -9% | -$28.5K | ﹤0.01% | 994 |
|
|
2021
Q4 | $365K | Sell |
16,555
-3,171
| -16% | -$69.9K | ﹤0.01% | 956 |
|
|
2021
Q3 | $467K | Sell |
19,726
-903
| -4% | -$21.4K | ﹤0.01% | 874 |
|
|
2021
Q2 | $465K | Sell |
20,629
-690
| -3% | -$15.6K | ﹤0.01% | 875 |
|
|
2021
Q1 | $480K | Sell |
21,319
-361
| -2% | -$8.13K | ﹤0.01% | 853 |
|
|
2020
Q4 | $444K | Sell |
21,680
-5,137
| -19% | -$105K | ﹤0.01% | 873 |
|
|
2020
Q3 | $537K | Hold |
26,817
| – | – | ﹤0.01% | 811 |
|
|
2020
Q2 | $527K | Sell |
26,817
-3,601
| -12% | -$70.8K | ﹤0.01% | 840 |
|
|
2020
Q1 | $593K | Sell |
30,418
-6,577
| -18% | -$128K | ﹤0.01% | 758 |
|
|
2019
Q4 | $801K | Buy |
36,995
+39
| +0.1% | +$844 | 0.01% | 845 |
|
|
2019
Q3 | $834K | Sell |
36,956
-65,095
| -64% | -$1.47M | 0.01% | 792 |
|
|
2019
Q2 | $2.32M | Buy |
102,051
+15,727
| +18% | +$358K | 0.02% | 576 |
|
|
2019
Q1 | $1.82M | Buy |
86,324
+20,678
| +31% | +$437K | 0.01% | 607 |
|
|
2018
Q4 | $1.22M | Sell |
65,646
-1,483
| -2% | -$27.6K | 0.01% | 661 |
|
|
2018
Q3 | $1.44M | Buy |
67,129
+149
| +0.2% | +$3.2K | 0.01% | 675 |
|
|
2018
Q2 | $1.37M | Sell |
66,980
-20,561
| -23% | -$420K | 0.01% | 683 |
|
|
2018
Q1 | $1.81M | Buy |
87,541
+20,970
| +32% | +$433K | 0.01% | 617 |
|
|
2017
Q4 | $1.5M | Buy |
66,571
+7,040
| +12% | +$159K | 0.01% | 670 |
|
|
2017
Q3 | $1.35M | Buy |
59,531
+5,239
| +10% | +$119K | 0.01% | 694 |
|
|
2017
Q2 | $1.19M | Sell |
54,292
-5,444
| -9% | -$119K | 0.01% | 718 |
|
|
2017
Q1 | $1.29M | Sell |
59,736
-5,568
| -9% | -$120K | 0.01% | 673 |
|
|
2016
Q4 | $1.36M | Sell |
65,304
-1,829
| -3% | -$38K | 0.01% | 654 |
|
|
2016
Q3 | $1.57M | Buy |
67,133
+10,407
| +18% | +$243K | 0.02% | 651 |
|
|
2016
Q2 | $1.31M | Buy |
56,726
+14,656
| +35% | +$337K | 0.01% | 658 |
|
|
2016
Q1 | $939K | Buy |
42,070
+8,170
| +24% | +$182K | 0.01% | 711 |
|
|
2015
Q4 | $726K | Buy |
33,900
+6,150
| +22% | +$132K | 0.01% | 778 |
|
|
2015
Q3 | $575K | Buy |
27,750
+4,943
| +22% | +$102K | 0.01% | 848 |
|
|
2015
Q2 | $460K | Buy |
22,807
+3,733
| +20% | +$75.3K | 0.01% | 948 |
|
|
2015
Q1 | $403K | Buy |
19,074
+8,539
| +81% | +$180K | ﹤0.01% | 987 |
|
|
2014
Q4 | $221K | Sell |
10,535
-459
| -4% | -$9.63K | ﹤0.01% | 1070 |
|
|
2014
Q3 | $219K | Buy |
+10,994
| New | +$219K | ﹤0.01% | 1019 |
|