Carson Wealth (CWM LLC)’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Buy |
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|
2025
Q2 | $207K | Buy |
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|
2025
Q1 | $184K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $190K | Hold |
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|
2024
Q1 | $178K | Hold |
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|
2023
Q4 | $162K | Hold |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $161K | Hold |
|
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $146K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $145K | Hold |
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|
2022
Q1 | $180K | Hold |
|
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|
2021
Q4 | $197K | Buy |
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|
2021
Q2 | $182K | Hold |
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|
2021
Q1 | $182K | Hold |
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|
2020
Q4 | $182K | Hold |
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|
2020
Q3 | $182K | Hold |
|
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|
2020
Q2 | $182K | Hold |
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|
2020
Q1 | $182K | Hold |
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|
2019
Q4 | $182K | Hold |
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|
2019
Q3 | $182K | Hold |
|
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $182K | Sell |
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|
2018
Q4 | $922K | Buy |
|