AWM
EFT

AE Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History

AE Wealth Management’s Portfolio EFT Stock Details EFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,926
Closed -$169K – 1377
2023
Q4 		$169K Buy
+12,926
New +$169K ﹤0.01% 1902
2022
Q4 		– Sell
-10,395
Closed -$118K – 1828
2022
Q3 		$118K Buy
+10,395
New +$118K ﹤0.01% 1649