Atria Wealth Solutions’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
20,580
-1,125
| -5% | -$23.5K | 0.01% | 983 |
|
|
2025
Q1 | $407K | Buy |
21,705
+7,692
| +55% | +$144K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $291K | Sell |
14,013
-356
| -2% | -$7.39K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $291K | Sell |
14,369
-1,151
| -7% | -$23.3K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $302K | Sell |
15,520
-2,294
| -13% | -$44.6K | ﹤0.01% | 1483 |
|
|
2024
Q1 | $325K | Sell |
17,814
-19,991
| -53% | -$364K | ﹤0.01% | 1499 |
|
|
2023
Q4 | $627K | Sell |
37,805
-7,129
| -16% | -$118K | 0.01% | 1085 |
|
|
2023
Q3 | $712K | Buy |
44,934
+4,295
| +11% | +$68.1K | 0.01% | 963 |
|
|
2023
Q2 | $670K | Buy |
40,639
+19,868
| +96% | +$328K | 0.01% | 1024 |
|
|
2023
Q1 | $316K | Buy |
+20,771
| New | +$316K | ﹤0.01% | 1378 |
|