Corient Private Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
12,361
-1,130
| -8% | -$13.7K | ﹤0.01% | 2373 |
|
|
2025
Q1 | $165K | Hold |
13,491
| – | – | ﹤0.01% | 2104 |
|
|
2024
Q4 | $173K | Hold |
13,491
| – | – | ﹤0.01% | 2153 |
|
|
2024
Q3 | $172K | Hold |
13,491
| – | – | ﹤0.01% | 2223 |
|
|
2024
Q2 | $176K | Hold |
13,491
| – | – | ﹤0.01% | 2133 |
|
|
2024
Q1 | $176K | Hold |
13,491
| – | – | ﹤0.01% | 2116 |
|
|
2023
Q4 | $171K | Hold |
13,491
| – | – | ﹤0.01% | 2099 |
|
|
2023
Q3 | $163K | Hold |
13,491
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q2 | $159K | Hold |
13,491
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $153K | Buy |
+13,491
| New | +$153K | ﹤0.01% | 1823 |
|