BBPWM
EFR

Blue Bell Private Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Blue Bell Private 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
2024
Q1 		– Sell
-11,498
Closed -$146K – 730
2023
Q4 		$146K Hold
11,498
– – 0.03% 194
2023
Q3 		$139K Hold
11,498
– – 0.04% 170
2023
Q2 		$135K Hold
11,498
– – 0.04% 166
2023
Q1 		$130K Buy
+11,498
New +$130K 0.04% 152