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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$10K Buy
2024
Q1 		– Sell
2023
Q4 		$146K Hold
2023
Q3 		$139K Hold
2023
Q2 		$135K Hold
2023
Q1 		$130K Buy