BWA
EFT
Blodgett Wealth Advisors’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,500
| Closed | -$155K | – | 66 |
|
|
2023
Q1 | $155K | Sell |
13,500
-5,000
| -27% | -$57.6K | 0.18% | 60 |
|
|
2022
Q4 | $205K | Sell |
18,500
-6,250
| -25% | -$69.3K | 0.25% | 61 |
|
|
2022
Q3 | $281K | Sell |
24,750
-20,000
| -45% | -$227K | 0.34% | 48 |
|
|
2022
Q2 | $527K | Sell |
44,750
-20,000
| -31% | -$236K | 0.58% | 37 |
|
|
2022
Q1 | $856K | Buy |
64,750
+2,500
| +4% | +$33.1K | 0.71% | 36 |
|
|
2021
Q4 | $939K | Buy |
+62,250
| New | +$939K | 0.73% | 34 |
|