Accel Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$34K | – | 362 |
|
|
2023
Q1 | $34K | Hold |
3,000
| – | – | 0.01% | 573 |
|
|
2022
Q4 | $32.8K | Hold |
3,000
| – | – | 0.02% | 439 |
|
|
2022
Q3 | $33K | Hold |
3,000
| – | – | 0.02% | 444 |
|
|
2022
Q2 | $36K | Hold |
3,000
| – | – | 0.02% | 411 |
|
|
2022
Q1 | $41K | Hold |
3,000
| – | – | 0.02% | 406 |
|
|
2021
Q4 | $44K | Hold |
3,000
| – | – | 0.02% | 400 |
|
|
2021
Q3 | $44K | Hold |
3,000
| – | – | 0.03% | 342 |
|
|
2021
Q2 | $42K | Hold |
3,000
| – | – | 0.03% | 367 |
|
|
2021
Q1 | $41K | Hold |
3,000
| – | – | 0.03% | 348 |
|
|
2020
Q4 | $38K | Buy |
+3,000
| New | +$38K | 0.04% | 348 |
|