Capital Advisors Wealth Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Capital Advisors Wealth Management’s Portfolio EOI Stock Details EOI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$187K	Hold
2023 Q4	$170K	Hold
2023 Q3	$163K	Sell
2023 Q2	$172K	Hold
2023 Q1	$159K	Buy
2021 Q4	–	Sell
2021 Q3	$287K	Sell
2021 Q2	$303K	Sell
2021 Q1	$415K	Buy