Carson Wealth (CWM LLC)’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $0 | Hold |
40
| – | – | ﹤0.01% | 5155 |
|
2025
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 4881 |
|
2024
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 4695 |
|
2024
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 4563 |
|
2024
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 4364 |
|
2024
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 4116 |
|
2023
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3933 |
|
2023
Q3 | – | Sell |
-584
| Closed | -$7K | – | 4249 |
|
2023
Q2 | $7K | Buy |
584
+17
| +3% | +$204 | ﹤0.01% | 3268 |
|
2023
Q1 | $7K | Buy |
567
+16
| +3% | +$198 | ﹤0.01% | 3130 |
|
2022
Q4 | $6K | Buy |
551
+11
| +2% | +$120 | ﹤0.01% | 3065 |
|
2022
Q3 | $6K | Buy |
540
+10
| +2% | +$111 | ﹤0.01% | 2959 |
|
2022
Q2 | $6K | Buy |
+530
| New | +$6K | ﹤0.01% | 2868 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 3584 |
|
2019
Q1 | – | Sell |
-39,234
| Closed | -$497K | – | 2971 |
|
2018
Q4 | $497K | Buy |
+39,234
| New | +$497K | 0.01% | 456 |
|