Financial Advocates Investment Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $185K | Hold |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $172K | Hold |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $300K | Sell |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $398K | Buy |
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|
2019
Q4 | $478K | Sell |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $476K | Hold |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $345K | Sell |
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|
2017
Q4 | $353K | Buy |
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