Carson Wealth (CWM LLC)’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-264,746
| Closed | -$9.31M | – | 3377 |
|
|
2018
Q4 | $9.31M | Buy |
264,746
+264,533
| +124,194% | +$9.31M | 0.23% | 91 |
|
|
2018
Q3 | $11K | Hold |
213
| – | – | ﹤0.01% | 1134 |
|
|
2018
Q2 | $11K | Buy |
213
+143
| +204% | +$7.39K | ﹤0.01% | 983 |
|
|
2018
Q1 | $4K | Sell |
70
-600
| -90% | -$34.3K | ﹤0.01% | 1072 |
|
|
2017
Q4 | $38K | Hold |
670
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $33K | Buy |
670
+47
| +8% | +$2.32K | ﹤0.01% | 607 |
|
|
2017
Q2 | $29K | Buy |
+623
| New | +$29K | ﹤0.01% | 574 |
|
|
2017
Q1 | – | Sell |
-611
| Closed | -$26K | – | 1365 |
|
|
2016
Q4 | $26K | Buy |
611
+556
| +1,011% | +$23.7K | ﹤0.01% | 541 |
|
|
2016
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 931 |
|
|
2016
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 722 |
|
|
2016
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 690 |
|
|
2015
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 614 |
|
|
2015
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 590 |
|