Avantax Advisory Services’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 | $202K | Sell |
16,696
-13,220
| -44% | -$160K | ﹤0.01% | 2200 |
|
|
2025
Q1 | $366K | Sell |
29,916
-240
| -0.8% | -$2.94K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $386K | Buy |
30,156
+7,532
| +33% | +$96.4K | ﹤0.01% | 1618 |
|
|
2024
Q3 | $288K | Sell |
22,624
-1,375
| -6% | -$17.5K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $314K | Buy |
23,999
+1,400
| +6% | +$18.3K | ﹤0.01% | 1663 |
|
|
2024
Q1 | $294K | Buy |
22,599
+1,075
| +5% | +$14K | ﹤0.01% | 1304 |
|
|
2023
Q4 | $273K | Buy |
21,524
+4,798
| +29% | +$60.7K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $203K | Buy |
16,726
+1,302
| +8% | +$15.8K | ﹤0.01% | 1428 |
|
|
2023
Q2 | $181K | Buy |
15,424
+1,375
| +10% | +$16.2K | ﹤0.01% | 1414 |
|
|
2023
Q1 | $159K | Hold |
14,049
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q4 | $154K | Buy |
14,049
+410
| +3% | +$4.49K | ﹤0.01% | 1336 |
|
|
2022
Q3 | $152K | Hold |
13,639
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q2 | $167K | Buy |
13,639
+1,755
| +15% | +$21.5K | ﹤0.01% | 1222 |
|
|
2022
Q1 | $160K | Buy |
11,884
+675
| +6% | +$9.09K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $165K | Hold |
11,209
| – | – | ﹤0.01% | 1191 |
|
|
2021
Q3 | $164K | Buy |
+11,209
| New | +$164K | ﹤0.01% | 1128 |
|
|
2020
Q4 | – | Sell |
-19,239
| Closed | -$226K | – | 1041 |
|
|
2020
Q3 | $226K | Buy |
+19,239
| New | +$226K | ﹤0.01% | 1162 |
|