Doliver Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-17,054
| Closed | -$270K | – | 235 |
|
2018
Q3 | $270K | Buy |
+17,054
| New | +$270K | 0.11% | 114 |
|
2018
Q1 | – | Sell |
-10,615
| Closed | -$173K | – | 388 |
|
2017
Q4 | $173K | Buy |
+10,615
| New | +$173K | 0.07% | 253 |
|
2016
Q4 | – | Sell |
-12,660
| Closed | -$198K | – | 271 |
|
2016
Q3 | $198K | Buy |
12,660
+784
| +7% | +$12.3K | 0.17% | 148 |
|
2016
Q2 | $178K | Buy |
+11,876
| New | +$178K | 0.15% | 146 |
|