CIA
EFR
Concurrent Investment Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Hold |
14,917
| – | – | ﹤0.01% | 1275 |
|
|
2025
Q1 | $183K | Hold |
14,917
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q4 | $191K | Hold |
14,917
| – | – | 0.01% | 985 |
|
|
2024
Q3 | $190K | Hold |
14,917
| – | – | 0.01% | 940 |
|
|
2024
Q2 | $195K | Sell |
14,917
-1
| -0% | -$13 | 0.01% | 871 |
|
|
2024
Q1 | $194K | Hold |
14,918
| – | – | 0.01% | 803 |
|
|
2023
Q4 | $189K | Buy |
+14,918
| New | +$189K | 0.01% | 772 |
|