Focus Partners Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
14,533
+268
| +2% | +$3.25K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $175K | Buy |
14,265
+255
| +2% | +$3.12K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $179K | Buy |
+14,010
| New | +$179K | ﹤0.01% | 1734 |
|
|
2024
Q3 | – | Sell |
-13,453
| Closed | -$177K | – | 1593 |
|
|
2024
Q2 | $177K | Buy |
13,453
+198
| +1% | +$2.61K | ﹤0.01% | 1165 |
|
|
2024
Q1 | $174K | Buy |
+13,255
| New | +$174K | ﹤0.01% | 946 |
|