Cypress Wealth Services’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-33,370
Closed -$295K 535
2020
Q3
$295K Buy
+33,370
New +$284K 0.08% 194

Cypress Wealth Services's EFL Position: Q4 2022 in Review

Cypress Wealth Services sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2022, closing a stake of 33,827 shares — an estimated $291K sold.

Cypress Wealth Services first reported a position in EFL in Q1 2019 and held it in 14 quarters. The position peaked at $316K in Q2 2021. 0 funds tracked by Wall St. Rank hold EFL as of Q4 2022.

  • Cypress Wealth Services reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 33,827 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2022, an estimated $291K.
  • Cypress Wealth Services first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q1 2019 and held it in 14 quarters.
  • Cypress Wealth Services's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $316K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2022.

Based on Cypress Wealth Services's 13F filing for Q4 2022, filed 19 Jan 2023.