Aevitas Wealth Management’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$14K | – | 377 |
|
|
2019
Q1 | $14K | Hold |
1,000
| – | – | 0.01% | 283 |
|
|
2018
Q4 | $14K | Hold |
1,000
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $16K | Hold |
1,000
| – | – | 0.01% | 308 |
|
|
2018
Q2 | $17K | Hold |
1,000
| – | – | 0.02% | 292 |
|
|
2018
Q1 | $17K | Hold |
1,000
| – | – | 0.02% | 274 |
|
|
2017
Q4 | $16K | Buy |
+1,000
| New | +$16K | 0.02% | 281 |
|