FFWM
EOS
Future Financial Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.6K | Hold |
3,000
| – | – | 0.05% | 201 |
|
|
2025
Q1 | $63.3K | Hold |
3,000
| – | – | 0.05% | 210 |
|
|
2024
Q4 | $71.9K | Hold |
3,000
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $65.1K | Buy |
+3,000
| New | +$65.1K | 0.05% | 223 |
|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$60.5K | – | 210 |
|
|
2024
Q1 | $60.5K | Buy |
+3,000
| New | +$60.5K | 0.05% | 236 |
|
|
2023
Q2 | – | Sell |
-11,500
| Closed | -$188K | – | 113 |
|
|
2023
Q1 | $188K | Sell |
11,500
-600
| -5% | -$9.82K | 0.21% | 102 |
|
|
2022
Q4 | $200K | Buy |
12,100
+1,000
| +9% | +$16.6K | 0.23% | 99 |
|
|
2022
Q3 | $180K | Hold |
11,100
| – | – | 0.21% | 110 |
|
|
2022
Q2 | $233K | Hold |
11,100
| – | – | 0.23% | 111 |
|
|
2022
Q1 | $233K | Buy |
11,100
+5,500
| +98% | +$115K | 0.19% | 111 |
|
|
2021
Q4 | $137K | Buy |
+5,600
| New | +$137K | 0.11% | 158 |
|