Geneos Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-884
| Closed | -$10K | – | 2175 |
|
|
2022
Q2 | $10K | Hold |
884
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q1 | $11K | Buy |
+884
| New | +$11K | ﹤0.01% | 2040 |
|
|
2021
Q2 | – | Sell |
-884
| Closed | -$12K | – | 2919 |
|
|
2021
Q1 | $12K | Buy |
+884
| New | +$12K | ﹤0.01% | 2293 |
|
|
2018
Q1 | – | Sell |
-198,586
| Closed | -$2.85M | – | 2182 |
|
|
2017
Q4 | $2.85M | Sell |
198,586
-5,439
| -3% | -$77.9K | 0.25% | 105 |
|
|
2017
Q3 | $2.98M | Buy |
+204,025
| New | +$2.98M | 0.3% | 99 |
|