Wealthspire Advisors (New York)’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 | $5.85M | Buy |
605,142
+85,787
| +17% | +$830K | 0.03% | 147 |
|
|
2025
Q1 | $5.18M | Buy |
519,355
+48,997
| +10% | +$489K | 0.03% | 160 |
|
|
2024
Q4 | $4.87M | Buy |
470,358
+36,869
| +9% | +$382K | 0.05% | 147 |
|
|
2024
Q3 | $4.66M | Buy |
433,489
+56,644
| +15% | +$609K | 0.05% | 152 |
|
|
2024
Q2 | $3.99M | Sell |
376,845
-190,082
| -34% | -$2.01M | 0.05% | 130 |
|
|
2024
Q1 | $5.87M | Buy |
566,927
+79,028
| +16% | +$818K | 0.08% | 106 |
|
|
2023
Q4 | $4.94M | Sell |
487,899
-13,864
| -3% | -$140K | 0.07% | 112 |
|
|
2023
Q3 | $4.5M | Buy |
501,763
+24,187
| +5% | +$217K | 0.07% | 111 |
|
|
2023
Q2 | $4.75M | Sell |
477,576
-20,487
| -4% | -$204K | 0.08% | 100 |
|
|
2023
Q1 | $5.18M | Buy |
498,063
+113,960
| +30% | +$1.19M | 0.09% | 95 |
|
|
2022
Q4 | $3.99M | Sell |
384,103
-1,040
| -0.3% | -$10.8K | 0.07% | 111 |
|
|
2022
Q3 | $3.73M | Buy |
385,143
+25,044
| +7% | +$242K | 0.08% | 107 |
|
|
2022
Q2 | $3.85M | Buy |
360,099
+319,175
| +780% | +$3.42M | 0.08% | 102 |
|
|
2022
Q1 | $471K | Sell |
40,924
-6,005
| -13% | -$69.1K | 0.01% | 282 |
|
|
2021
Q4 | $637K | Buy |
46,929
+226
| +0.5% | +$3.07K | 0.01% | 280 |
|
|
2021
Q3 | $625K | Sell |
46,703
-25,188
| -35% | -$337K | 0.01% | 314 |
|
|
2021
Q2 | $983K | Buy |
71,891
+15,245
| +27% | +$208K | 0.03% | 162 |
|
|
2021
Q1 | $753K | Sell |
56,646
-31,482
| -36% | -$418K | 0.02% | 311 |
|
|
2020
Q4 | $1.2M | Buy |
88,128
+46,138
| +110% | +$628K | 0.04% | 186 |
|
|
2020
Q3 | $553K | Buy |
41,990
+23,500
| +127% | +$309K | 0.03% | 169 |
|
|
2020
Q2 | $235K | Sell |
18,490
-59,030
| -76% | -$750K | 0.02% | 235 |
|
|
2020
Q1 | $967K | Buy |
77,520
+59,030
| +319% | +$736K | 0.04% | 203 |
|
|
2019
Q4 | $238K | Hold |
18,490
| – | – | 0.02% | 180 |
|
|
2019
Q3 | $240K | Sell |
18,490
-2,670
| -13% | -$34.7K | 0.02% | 140 |
|
|
2019
Q2 | $263K | Sell |
21,160
-3,369
| -14% | -$41.9K | 0.02% | 79 |
|
|
2019
Q1 | $304K | Hold |
24,529
| – | – | 0.03% | 36 |
|
|
2018
Q4 | $277K | Buy |
+24,529
| New | +$277K | 0.03% | 57 |
|