Wealthspire Advisors (New York)’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.2K | Hold |
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2025
Q1 | $95.8K | Hold |
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|
2024
Q4 | $94.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $159K | Hold |
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|
2021
Q1 | $154K | Hold |
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|
2020
Q4 | $156K | Sell |
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|
2020
Q3 | $207K | Hold |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $129K | Buy |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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