Financial Architects (New Jersey)’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-55
| Closed | -$2K | – | 1484 |
|
|
2016
Q3 | $2K | Sell |
55
-330
| -86% | -$12K | ﹤0.01% | 1327 |
|
|
2016
Q2 | $14K | Hold |
385
| – | – | ﹤0.01% | 882 |
|
|
2016
Q1 | $13K | Buy |
+385
| New | +$13K | ﹤0.01% | 680 |
|
|
2015
Q3 | – | Sell |
-330
| Closed | -$13K | – | 1003 |
|
|
2015
Q2 | $13K | Buy |
330
+72
| +28% | +$2.84K | ﹤0.01% | 722 |
|
|
2015
Q1 | $11K | Buy |
+258
| New | +$11K | ﹤0.01% | 697 |
|