B. Riley Wealth Advisors’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 | $453K | Buy |
+21,659
| New | +$453K | 0.02% | 547 |
|
|
2024
Q4 | $569K | Buy |
27,381
+1,625
| +6% | +$33.8K | 0.02% | 653 |
|
|
2024
Q3 | $513K | Buy |
25,756
+596
| +2% | +$11.9K | 0.01% | 734 |
|
|
2024
Q2 | $489K | Buy |
+25,160
| New | +$489K | 0.01% | 832 |
|
|
2024
Q1 | – | Sell |
-24,082
| Closed | -$399K | – | 1464 |
|
|
2023
Q4 | $399K | Buy |
+24,082
| New | +$399K | 0.01% | 925 |
|
|
2023
Q3 | – | Sell |
-27,210
| Closed | -$449K | – | 1557 |
|
|
2023
Q2 | $449K | Buy |
27,210
+2,826
| +12% | +$46.6K | 0.01% | 906 |
|
|
2023
Q1 | $371K | Hold |
24,384
| – | – | 0.01% | 950 |
|
|
2022
Q4 | $364K | Sell |
24,384
-573
| -2% | -$8.56K | 0.01% | 942 |
|
|
2022
Q3 | $352K | Buy |
24,957
+2,045
| +9% | +$28.8K | 0.01% | 923 |
|
|
2022
Q2 | $339K | Buy |
22,912
+1,762
| +8% | +$26.1K | 0.01% | 817 |
|
|
2022
Q1 | $390K | Sell |
21,150
-48
| -0.2% | -$885 | 0.01% | 892 |
|
|
2021
Q4 | $428K | Sell |
21,198
-1,019
| -5% | -$20.6K | 0.01% | 902 |
|
|
2021
Q3 | $398K | Buy |
22,217
+716
| +3% | +$12.8K | 0.01% | 893 |
|
|
2021
Q2 | $400K | Buy |
21,501
+45
| +0.2% | +$837 | 0.01% | 884 |
|
|
2021
Q1 | $361K | Buy |
21,456
+2,041
| +11% | +$34.3K | 0.01% | 897 |
|
|
2020
Q4 | $314K | Buy |
19,415
+3,025
| +18% | +$48.9K | 0.02% | 729 |
|
|
2020
Q3 | $240K | Sell |
16,390
-1,993
| -11% | -$29.2K | 0.01% | 787 |
|
|
2020
Q2 | $261K | Buy |
18,383
+2,010
| +12% | +$28.5K | 0.02% | 674 |
|
|
2020
Q1 | $199K | Buy |
16,373
+11
| +0.1% | +$134 | 0.02% | 677 |
|
|
2019
Q4 | $261K | Buy |
16,362
+6,195
| +61% | +$98.8K | 0.02% | 654 |
|
|
2019
Q3 | $154K | Buy |
+10,167
| New | +$154K | 0.02% | 747 |
|
|
2015
Q1 | – | Sell |
-775
| Closed | -$11 | – | 973 |
|
|
2014
Q4 | $11 | Buy |
+775
| New | +$11 | ﹤0.01% | 2799 |
|
|
2014
Q3 | – | Sell |
-775
| Closed | -$10.7K | – | 1000 |
|
|
2014
Q2 | $10.7K | Buy |
+775
| New | +$10.7K | ﹤0.01% | 1756 |
|