Fortitude Advisory Group’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 | $226K | Hold |
18,613
| – | – | 0.13% | 174 |
|
|
2025
Q1 | $214K | Buy |
18,613
+115
| +0.6% | +$1.32K | 0.15% | 163 |
|
|
2024
Q4 | $237K | Buy |
18,498
+2,199
| +13% | +$28.1K | 0.14% | 155 |
|
|
2024
Q3 | $208K | Buy |
16,299
+1,152
| +8% | +$14.7K | 0.13% | 183 |
|
|
2024
Q2 | $198K | Buy |
15,147
+765
| +5% | +$10K | 0.12% | 181 |
|
|
2024
Q1 | $187K | Sell |
14,382
-1,000
| -7% | -$13K | 0.11% | 198 |
|
|
2023
Q4 | $195K | Buy |
15,382
+22
| +0.1% | +$279 | 0.12% | 198 |
|
|
2023
Q3 | $186K | Buy |
15,360
+892
| +6% | +$10.8K | 0.13% | 182 |
|
|
2023
Q2 | $170K | Buy |
14,468
+137
| +1% | +$1.61K | 0.12% | 187 |
|
|
2023
Q1 | $162K | Buy |
14,331
+961
| +7% | +$10.9K | 0.13% | 199 |
|
|
2022
Q4 | $146K | Buy |
13,370
+886
| +7% | +$9.69K | 0.12% | 195 |
|
|
2022
Q3 | $139K | Buy |
12,484
+20
| +0.2% | +$223 | 0.13% | 180 |
|
|
2022
Q2 | $153K | Buy |
12,464
+960
| +8% | +$11.8K | 0.14% | 178 |
|
|
2022
Q1 | $154K | Buy |
11,504
+15
| +0.1% | +$201 | 0.08% | 244 |
|
|
2021
Q4 | $170K | Buy |
+11,489
| New | +$170K | 0.09% | 221 |
|