Concord Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$219 | – | 1050 |
|
|
2022
Q4 | $219 | Buy |
+20
| New | +$219 | ﹤0.01% | 1198 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | – | – | 419 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1265 |
|
|
2022
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1316 |
|