AWM
EFR

Able Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Able Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-142
Closed -$1.8K – 215
2023
Q4 		$1.8K Buy
+142
New +$1.8K ﹤0.01% 469