Allworth Financial’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 | $19.4K | Hold |
1,600
| – | – | ﹤0.01% | 2535 |
|
|
2025
Q1 | $18.8K | Hold |
1,600
| – | – | ﹤0.01% | 2111 |
|
|
2024
Q4 | $21K | Hold |
1,600
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q3 | $20.4K | Hold |
1,600
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q2 | $21K | Hold |
1,600
| – | – | ﹤0.01% | 1850 |
|
|
2024
Q1 | $20.8K | Hold |
1,600
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q4 | $20.3K | Hold |
1,600
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q3 | $19.4K | Buy |
+1,600
| New | +$19.4K | ﹤0.01% | 1533 |
|
|
2020
Q2 | – | Sell |
-244
| Closed | -$2K | – | 1225 |
|
|
2020
Q1 | $2K | Hold |
244
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q4 | $3K | Buy |
+244
| New | +$3K | ﹤0.01% | 840 |
|