Belmont Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$16K | – | 72 |
|
|
2021
Q4 | $16K | Hold |
1,080
| – | – | 0.01% | 45 |
|
|
2021
Q3 | $16K | Sell |
1,080
-2,726
| -72% | -$40.4K | 0.01% | 48 |
|
|
2021
Q2 | $54K | Hold |
3,806
| – | – | 0.06% | 30 |
|
|
2021
Q1 | $52K | Hold |
3,806
| – | – | 0.06% | 22 |
|
|
2020
Q4 | $48K | Hold |
3,806
| – | – | 0.02% | 24 |
|
|
2020
Q3 | $44K | Hold |
3,806
| – | – | 0.02% | 23 |
|
|
2020
Q2 | $43K | Buy |
3,806
+2,806
| +281% | +$31.7K | 0.02% | 24 |
|
|
2020
Q1 | $10K | Buy |
+1,000
| New | +$10K | 0.01% | 43 |
|