BlackDiamond Wealth Management’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-30,293
Closed -$261K 121
2022
Q3
$261K Buy
30,293
+1,202
+4% +$10.3K 0.31% 81
2022
Q2
$250K Buy
29,091
+2,490
+9% +$22K 0.31% 92
2022
Q1
$242K Buy
26,601
+6,802
+34% +$62.3K 0.29% 95
2021
Q4
$183K Buy
+19,799
New +$184K 0.21% 108

BlackDiamond Wealth Management's EFL Position: Q4 2022 in Review

BlackDiamond Wealth Management sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2022, closing a stake of 30,293 shares — an estimated $261K sold.

BlackDiamond Wealth Management first reported a position in EFL in Q4 2021 and held it in 4 quarters. The position peaked at $261K in Q3 2022. 0 funds tracked by Wall St. Rank hold EFL as of Q4 2022.

  • BlackDiamond Wealth Management reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2022 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 30,293 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2022, an estimated $261K.
  • BlackDiamond Wealth Management first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q4 2021 and held it in 4 quarters.
  • BlackDiamond Wealth Management's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $261K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.