Advisor OS’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,823
| Closed | -$267K | – | 455 |
|
|
2025
Q1 | $267K | Sell |
21,823
-1,173
| -5% | -$14.4K | 0.03% | 348 |
|
|
2024
Q4 | $294K | Sell |
22,996
-323
| -1% | -$4.13K | 0.03% | 328 |
|
|
2024
Q3 | $297K | Buy |
23,319
+6,696
| +40% | +$85.4K | 0.03% | 327 |
|
|
2024
Q2 | $217K | Hold |
16,623
| – | – | 0.02% | 357 |
|
|
2024
Q1 | $217K | Hold |
16,623
| – | – | 0.02% | 361 |
|
|
2023
Q4 | $210K | Buy |
+16,623
| New | +$210K | 0.03% | 317 |
|