Choate Investment Advisors’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-5,780
| Closed | -$237K | – | 289 |
|
2015
Q4 | $237K | Buy |
+5,780
| New | +$237K | 0.02% | 236 |
|
2015
Q2 | – | Sell |
-6,057
| Closed | -$252K | – | 264 |
|
2015
Q1 | $252K | Buy |
6,057
+277
| +5% | +$11.5K | 0.01% | 229 |
|
2014
Q4 | $237K | Hold |
5,780
| – | – | 0.01% | 238 |
|
2014
Q3 | $218K | Hold |
5,780
| – | – | 0.01% | 242 |
|
2014
Q2 | $218K | Sell |
5,780
-187
| -3% | -$7.07K | 0.01% | 252 |
|
2014
Q1 | $228K | Hold |
5,967
| – | – | 0.01% | 254 |
|
2013
Q4 | $255K | Buy |
+5,967
| New | +$255K | 0.02% | 237 |
|