EFA
EFR

Edge Financial Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Edge Financial Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,434
Closed -$146K – 108
2024
Q4 		$146K Buy
11,434
+268
+2% +$3.43K 0.13% 92
2024
Q3 		$142K Buy
+11,166
New +$142K 0.13% 93
2024
Q1 		$138K Buy
+10,582
New +$138K 0.12% 126