CWM
EV
Cordatus Wealth Management’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,487
| Closed | -$490K | – | 150 |
|
|
2019
Q4 | $490K | Buy |
10,487
+1,840
| +21% | +$86K | 0.24% | 104 |
|
|
2019
Q3 | $389K | Buy |
8,647
+952
| +12% | +$42.8K | 0.2% | 105 |
|
|
2019
Q2 | $332K | Buy |
7,695
+274
| +4% | +$11.8K | 0.19% | 105 |
|
|
2019
Q1 | $299K | Buy |
7,421
+1,522
| +26% | +$61.3K | 0.16% | 114 |
|
|
2018
Q4 | $208K | Buy |
+5,899
| New | +$208K | 0.15% | 99 |
|