Wedbush Securities’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 | $108K | Buy |
+12,125
| New | +$108K | ﹤0.01% | 1106 |
|
|
2020
Q3 | – | Sell |
-10,759
| Closed | -$120K | – | 956 |
|
|
2020
Q2 | $120K | Sell |
10,759
-2,000
| -16% | -$22.3K | 0.01% | 844 |
|
|
2020
Q1 | $135K | Sell |
12,759
-34,000
| -73% | -$360K | 0.02% | 741 |
|
|
2019
Q4 | $526K | Buy |
46,759
+2,000
| +4% | +$22.5K | 0.05% | 458 |
|
|
2019
Q3 | $507K | Buy |
44,759
+2,740
| +7% | +$31K | 0.05% | 447 |
|
|
2019
Q2 | $463K | Hold |
42,019
| – | – | 0.05% | 463 |
|
|
2019
Q1 | $443K | Hold |
42,019
| – | – | 0.05% | 450 |
|
|
2018
Q4 | $416K | Buy |
42,019
+9,149
| +28% | +$90.6K | 0.05% | 417 |
|
|
2018
Q3 | $327K | Buy |
32,870
+21,000
| +177% | +$209K | 0.04% | 549 |
|
|
2018
Q2 | $123K | Buy |
11,870
+1,111
| +10% | +$11.5K | 0.02% | 797 |
|
|
2018
Q1 | $110K | Hold |
10,759
| – | – | 0.01% | 748 |
|
|
2017
Q4 | $124K | Sell |
10,759
-2,000
| -16% | -$23.1K | 0.02% | 774 |
|
|
2017
Q3 | $154K | Buy |
12,759
+1,000
| +9% | +$12.1K | 0.02% | 746 |
|
|
2017
Q2 | $137K | Buy |
11,759
+1,000
| +9% | +$11.7K | 0.02% | 753 |
|
|
2017
Q1 | $122K | Hold |
10,759
| – | – | 0.02% | 757 |
|
|
2016
Q4 | $122K | Sell |
10,759
-4,200
| -28% | -$47.6K | 0.02% | 727 |
|
|
2016
Q3 | $203K | Buy |
14,959
+3,200
| +27% | +$43.4K | 0.03% | 675 |
|
|
2016
Q2 | $163K | Hold |
11,759
| – | – | 0.03% | 655 |
|
|
2016
Q1 | $148K | Sell |
11,759
-1,229
| -9% | -$15.5K | 0.03% | 628 |
|
|
2015
Q4 | $158K | Hold |
12,988
| – | – | 0.03% | 598 |
|
|
2015
Q3 | $151K | Hold |
12,988
| – | – | 0.03% | 577 |
|
|
2015
Q2 | $147K | Hold |
12,988
| – | – | 0.03% | 621 |
|
|
2015
Q1 | $156K | Sell |
12,988
-13,333
| -51% | -$160K | 0.03% | 619 |
|
|
2014
Q4 | $310K | Buy |
26,321
+4,100
| +18% | +$48.3K | 0.05% | 391 |
|
|
2014
Q3 | $252K | Hold |
22,221
| – | – | 0.04% | 463 |
|
|
2014
Q2 | $257K | Hold |
22,221
| – | – | 0.04% | 450 |
|
|
2014
Q1 | $241K | Buy |
22,221
+8,666
| +64% | +$94K | 0.04% | 443 |
|
|
2013
Q4 | $139K | Sell |
13,555
-325
| -2% | -$3.33K | 0.03% | 509 |
|
|
2013
Q3 | $143K | Buy |
+13,880
| New | +$143K | 0.04% | 482 |
|