CIA
EOI

Concurrent Investment Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.96M Buy
284,773
+3,407
+1% +$71.3K 0.12% 189
2025
Q1
$5.28M Buy
281,366
+27,784
+11% +$521K 0.13% 174
2024
Q4
$5.27M Buy
253,582
+6,948
+3% +$144K 0.14% 149
2024
Q3
$4.99M Buy
246,634
+4,619
+2% +$93.4K 0.15% 145
2024
Q2
$4.7M Buy
242,015
+82,401
+52% +$1.6M 0.15% 144
2024
Q1
$2.91M Buy
+159,614
New +$2.91M 0.12% 182