Circle Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $1.3M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $2.46M | Sell |
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|
2020
Q1 | $2.24M | Sell |
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|
2019
Q4 | $3.38M | Buy |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.26M | Buy |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.98M | Buy |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $3.51M | Buy |
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|
2017
Q2 | $2.96M | Buy |
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|
2017
Q1 | $2.07M | Buy |
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|
2016
Q4 | $2.07M | Buy |
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