BHWM
EFR

Beaird Harris Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Beaird Harris Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$423K Buy
34,919
+10,630
+44% +$129K 0.03% 96
2025
Q1 		$298K Buy
24,289
+532
+2% +$6.52K 0.03% 105
2024
Q4 		$304K Buy
23,757
+554
+2% +$7.09K 0.03% 107
2024
Q3 		$296K Buy
+23,203
New +$296K 0.03% 114