CWS
EFR

Confluence Wealth Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Confluence Wealth Services’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,875
Closed -$27K – 478
2021
Q4 		$27K Buy
+1,875
New +$27K 0.01% 645