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 |
|