Archford Capital Strategies’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-90
| Closed | -$4K | – | 553 |
|
|
2019
Q2 | $4K | Buy |
90
+27
| +43% | +$1.2K | ﹤0.01% | 493 |
|
|
2019
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 478 |
|
|
2018
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 565 |
|
|
2018
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 435 |
|
|
2017
Q2 | – | Sell |
-63
| Closed | -$3K | – | 680 |
|
|
2017
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 570 |
|
|
2016
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 543 |
|
|
2016
Q3 | $2K | Sell |
63
-63
| -50% | -$2K | ﹤0.01% | 563 |
|
|
2016
Q2 | $4K | Buy |
+126
| New | +$4K | ﹤0.01% | 540 |
|
|
2016
Q1 | – | Sell |
-126
| Closed | -$6K | – | 662 |
|
|
2015
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 554 |
|
|
2015
Q3 | $4K | Buy |
126
+63
| +100% | +$2K | ﹤0.01% | 496 |
|
|
2015
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 527 |
|
|
2015
Q1 | $2.62K | Hold |
63
| – | – | ﹤0.01% | 478 |
|
|
2014
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 481 |
|
|
2014
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 549 |
|
|
2014
Q2 | $2.38K | Hold |
63
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $2.4K | Buy |
+63
| New | +$2.4K | ﹤0.01% | 629 |
|