Concurrent Investment Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$181K Hold
2025
Q1
$183K Hold
2024
Q4
$191K Hold
2024
Q3
$190K Hold
2024
Q2
$195K Sell
2024
Q1
$194K Hold
2023
Q4
$189K Buy