Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.2K | Hold |
10,333
| – | – | ﹤0.01% | 827 |
|
|
2025
Q1 | $95.8K | Hold |
10,333
| – | – | ﹤0.01% | 765 |
|
|
2024
Q4 | $94.8K | Buy |
+10,333
| New | +$94.8K | ﹤0.01% | 770 |
|
|
2021
Q4 | – | Sell |
-13,270
| Closed | -$158K | – | 570 |
|
|
2021
Q3 | $158K | Hold |
13,270
| – | – | ﹤0.01% | 556 |
|
|
2021
Q2 | $159K | Hold |
13,270
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $154K | Hold |
13,270
| – | – | ﹤0.01% | 684 |
|
|
2020
Q4 | $156K | Sell |
13,270
-4,975
| -27% | -$58.5K | ﹤0.01% | 562 |
|
|
2020
Q3 | $207K | Hold |
18,245
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $203K | Sell |
18,245
-2,030
| -10% | -$22.6K | 0.01% | 260 |
|
|
2020
Q1 | $214K | Buy |
+20,275
| New | +$214K | 0.01% | 470 |
|
|
2019
Q4 | – | Sell |
-11,355
| Closed | -$129K | – | 215 |
|
|
2019
Q3 | $129K | Buy |
+11,355
| New | +$129K | 0.01% | 162 |
|
|
2019
Q1 | – | Hold |
0
| – | -$49K | – | 289 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 186 |
|