EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-599
| Closed | -$6.79K | – | 2525 |
|
|
2023
Q1 | $6.79K | Hold |
599
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q4 | $6.55K | Hold |
599
| – | – | ﹤0.01% | 1495 |
|
|
2022
Q3 | $7K | Hold |
599
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q2 | $7K | Hold |
599
| – | – | ﹤0.01% | 1150 |
|
|
2022
Q1 | $8K | Sell |
599
-101
| -14% | -$1.35K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 957 |
|