Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,175
| Closed | -$158K | – | 804 |
|
|
2020
Q4 | $158K | Sell |
10,175
-2,903
| -22% | -$45.1K | 0.01% | 684 |
|
|
2020
Q3 | $183K | Hold |
13,078
| – | – | 0.02% | 587 |
|
|
2020
Q2 | $181K | Hold |
13,078
| – | – | 0.02% | 558 |
|
|
2020
Q1 | $152K | Hold |
13,078
| – | – | 0.02% | 442 |
|
|
2019
Q4 | $209K | Hold |
13,078
| – | – | 0.02% | 476 |
|
|
2019
Q3 | $199K | Hold |
13,078
| – | – | 0.02% | 460 |
|
|
2019
Q2 | $196K | Hold |
13,078
| – | – | 0.02% | 448 |
|
|
2019
Q1 | $194K | Hold |
13,078
| – | – | 0.02% | 444 |
|
|
2018
Q4 | $186K | Buy |
13,078
+2,875
| +28% | +$40.9K | 0.03% | 407 |
|
|
2018
Q3 | $161K | Hold |
10,203
| – | – | 0.02% | 487 |
|
|
2018
Q2 | $169K | Hold |
10,203
| – | – | 0.02% | 471 |
|
|
2018
Q1 | $170K | Buy |
+10,203
| New | +$170K | 0.02% | 467 |
|