Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
10,600
-16,000
| -60% | -$155K | ﹤0.01% | 951 |
|
|
2025
Q1 | $265K | Buy |
26,600
+5,000
| +23% | +$49.9K | 0.01% | 783 |
|
|
2024
Q4 | $224K | Sell |
21,600
-2,116
| -9% | -$21.9K | 0.01% | 815 |
|
|
2024
Q3 | $255K | Buy |
23,716
+5,000
| +27% | +$53.8K | 0.01% | 761 |
|
|
2024
Q2 | $198K | Sell |
18,716
-1,300
| -6% | -$13.8K | 0.01% | 795 |
|
|
2024
Q1 | $207K | Sell |
20,016
-1,520
| -7% | -$15.7K | 0.01% | 766 |
|
|
2023
Q4 | $218K | Sell |
21,536
-1,000
| -4% | -$10.1K | 0.01% | 698 |
|
|
2023
Q3 | $202K | Hold |
22,536
| – | – | 0.01% | 660 |
|
|
2023
Q2 | $224K | Buy |
+22,536
| New | +$224K | 0.01% | 641 |
|
|
2023
Q1 | – | Sell |
-15,516
| Closed | -$161K | – | 704 |
|
|
2022
Q4 | $161K | Sell |
15,516
-5,000
| -24% | -$52K | 0.01% | 671 |
|
|
2022
Q3 | $199K | Hold |
20,516
| – | – | 0.01% | 569 |
|
|
2022
Q2 | $220K | Sell |
20,516
-44,884
| -69% | -$481K | 0.01% | 508 |
|
|
2022
Q1 | $752K | Buy |
65,400
+2,000
| +3% | +$23K | 0.05% | 237 |
|
|
2021
Q4 | $861K | Hold |
63,400
| – | – | 0.05% | 219 |
|
|
2021
Q3 | $848K | Buy |
63,400
+1,200
| +2% | +$16.1K | 0.06% | 211 |
|
|
2021
Q2 | $851K | Buy |
62,200
+1,800
| +3% | +$24.6K | 0.06% | 220 |
|
|
2021
Q1 | $803K | Sell |
60,400
-1,500
| -2% | -$19.9K | 0.06% | 219 |
|
|
2020
Q4 | $842K | Buy |
61,900
+3,800
| +7% | +$51.7K | 0.07% | 169 |
|
|
2020
Q3 | $765K | Sell |
58,100
-2,000
| -3% | -$26.3K | 0.08% | 147 |
|
|
2020
Q2 | $764K | Buy |
60,100
+12,950
| +27% | +$165K | 0.1% | 122 |
|
|
2020
Q1 | $588K | Buy |
47,150
+28,750
| +156% | +$359K | 0.09% | 130 |
|
|
2019
Q4 | $237K | Hold |
18,400
| – | – | 0.03% | 268 |
|
|
2019
Q3 | $238K | Hold |
18,400
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $229K | Hold |
18,400
| – | – | 0.04% | 253 |
|
|
2019
Q1 | $228K | Hold |
18,400
| – | – | 0.04% | 222 |
|
|
2018
Q4 | $208K | Sell |
18,400
-2,300
| -11% | -$26K | 0.04% | 206 |
|
|
2018
Q3 | $239K | Buy |
20,700
+1,000
| +5% | +$11.5K | 0.04% | 199 |
|
|
2018
Q2 | $233K | Buy |
+19,700
| New | +$233K | 0.05% | 194 |
|