FFSOTS
EV

Fiduciary Financial Services of The Southwest’s Eaton Vance Corp. EV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$294K Sell
6,300
-300
-5% -$14K 0.08% 128
2019
Q3
$297K Sell
6,600
-500
-7% -$22.5K 0.08% 128
2019
Q2
$306K Hold
7,100
0.09% 132
2019
Q1
$286K Hold
7,100
0.08% 133
2018
Q4
$250K Sell
7,100
-600
-8% -$21.1K 0.08% 131
2018
Q3
$405K Hold
7,700
0.11% 122
2018
Q2
$402K Hold
7,700
0.12% 124
2018
Q1
$429K Hold
7,700
0.13% 120
2017
Q4
$434K Hold
7,700
0.13% 125
2017
Q3
$380K Hold
7,700
0.11% 127
2017
Q2
$364K Hold
7,700
0.11% 123
2017
Q1
$346K Hold
7,700
0.11% 120
2016
Q4
$322K Hold
7,700
0.11% 125
2016
Q3
$301K Hold
7,700
0.1% 133
2016
Q2
$272K Hold
7,700
0.09% 137
2016
Q1
$258K Hold
7,700
0.09% 133
2015
Q4
$250K Sell
7,700
-2,650
-26% -$86K 0.09% 133
2015
Q3
$346K Hold
10,350
0.12% 124
2015
Q2
$405K Hold
10,350
0.13% 127
2015
Q1
$431K Sell
10,350
-1,000
-9% -$41.6K 0.13% 125
2014
Q4
$465K Hold
11,350
0.13% 119
2014
Q3
$428K Buy
+11,350
New +$428K 0.12% 127