Wellspring Financial Advisors’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 | $439K | Buy |
45,374
+12,763
| +39% | +$123K | 0.04% | 90 |
|
|
2025
Q1 | $325K | Sell |
32,611
-7,435
| -19% | -$74.1K | 0.04% | 90 |
|
|
2024
Q4 | $415K | Sell |
40,046
-8,463
| -17% | -$87.7K | 0.04% | 84 |
|
|
2024
Q3 | $522K | Sell |
48,509
-29,559
| -38% | -$318K | 0.06% | 83 |
|
|
2024
Q2 | $826K | Buy |
78,068
+13,432
| +21% | +$142K | 0.11% | 63 |
|
|
2024
Q1 | $669K | Buy |
64,636
+17,100
| +36% | +$177K | 0.11% | 59 |
|
|
2023
Q4 | $482K | Buy |
47,536
+26,800
| +129% | +$271K | 0.12% | 72 |
|
|
2023
Q3 | $186K | Hold |
20,736
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $206K | Hold |
20,736
| – | – | 0.06% | 99 |
|
|
2023
Q1 | $216K | Hold |
20,736
| – | – | 0.06% | 104 |
|
|
2022
Q4 | $215K | Buy |
20,736
+1,000
| +5% | +$10.4K | 0.07% | 98 |
|
|
2022
Q3 | $191K | Hold |
19,736
| – | – | 0.07% | 81 |
|
|
2022
Q2 | $211K | Buy |
+19,736
| New | +$211K | 0.07% | 80 |
|
|
2021
Q2 | – | Sell |
-27,997
| Closed | -$349K | – | 102 |
|
|
2021
Q1 | $349K | Buy |
27,997
+11,262
| +67% | +$140K | 0.17% | 58 |
|
|
2020
Q4 | $228K | Sell |
16,735
-3,700
| -18% | -$50.4K | 0.08% | 79 |
|
|
2020
Q3 | $269K | Sell |
20,435
-13,062
| -39% | -$172K | 0.11% | 72 |
|
|
2020
Q2 | $426K | Buy |
33,497
+5,500
| +20% | +$69.9K | 0.18% | 52 |
|
|
2020
Q1 | $349K | Buy |
+27,997
| New | +$349K | 0.17% | 58 |
|