CWC
EV

Carolinas Wealth Consulting’s Eaton Vance Corp. EV Stock Holding History

Carolinas Wealth Consulting’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14
Closed -$1K – 1021
2020
Q4 		$1K Sell
14
-22
-61% -$1.37K ﹤0.01% 856
2020
Q3 		$1K Buy
+36
New +$1.38K ﹤0.01% 921

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Carolinas Wealth Consulting's EV Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in EV in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Eaton Vance Corp. shares in Q1 2021, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Eaton Vance Corp. in Q3 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Eaton Vance Corp. position peaked at $1K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.