Arax Advisory Partners’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-231
| Closed | -$11K | – | 735 |
|
|
2019
Q4 | $11K | Buy |
231
+1
| +0.4% | +$48 | ﹤0.01% | 461 |
|
|
2019
Q3 | $10K | Buy |
230
+1
| +0.4% | +$43 | ﹤0.01% | 465 |
|
|
2019
Q2 | $10K | Buy |
+229
| New | +$10K | ﹤0.01% | 470 |
|
|
2018
Q4 | $9K | Sell |
245
-30
| -11% | -$1.1K | ﹤0.01% | 447 |
|
|
2018
Q3 | $14K | Sell |
275
-75
| -21% | -$3.82K | 0.01% | 447 |
|
|
2018
Q2 | $18K | Buy |
350
+1
| +0.3% | +$51 | 0.01% | 305 |
|
|
2018
Q1 | $19K | Sell |
349
-527
| -60% | -$28.7K | 0.01% | 286 |
|
|
2017
Q4 | $49K | Buy |
876
+1
| +0.1% | +$56 | 0.02% | 215 |
|
|
2017
Q3 | $43K | Buy |
875
+1
| +0.1% | +$49 | 0.02% | 230 |
|
|
2017
Q2 | $41K | Sell |
874
-47
| -5% | -$2.21K | 0.02% | 245 |
|
|
2017
Q1 | $41K | Sell |
921
-65
| -7% | -$2.89K | 0.02% | 224 |
|
|
2016
Q4 | $41K | Buy |
+986
| New | +$41K | 0.02% | 192 |
|