Ballew Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $367K | Sell |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $467K | Sell |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $927K | Buy |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $923K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $4.85M | Buy |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $2.09M | Buy |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $1.82M | Sell |
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|
2019
Q4 | $2.52M | Sell |
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|
2019
Q3 | $2.48M | Sell |
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|
2019
Q2 | $2.55M | Buy |
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|
2019
Q1 | $2.59M | Sell |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $2.99M | Buy |
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|
2018
Q2 | $3.15M | Buy |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $2.89M | Buy |
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