Corient Private Wealth’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
Q3 | $141K | Hold |
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|
2025
Q2 | $150K | Sell |
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|
2025
Q1 | $165K | Hold |
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|
2024
Q4 | $173K | Hold |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $176K | Hold |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $153K | Buy |
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