B. Riley Wealth Management’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,300
| Closed | -$428K | – | 502 |
|
|
2020
Q4 | $428K | Hold |
6,300
| – | – | 0.06% | 223 |
|
|
2020
Q3 | $240K | Sell |
6,300
-206
| -3% | -$7.85K | 0.03% | 334 |
|
|
2020
Q2 | $251K | Sell |
6,506
-1,099
| -14% | -$42.4K | 0.03% | 334 |
|
|
2020
Q1 | $245K | Buy |
+7,605
| New | +$245K | 0.03% | 398 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1190 |
|
|
2014
Q2 | – | Sell |
-39
| Closed | -$1K | – | 1188 |
|
|
2014
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1060 |
|