GIA
EV
GHP Investment Advisors’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,197
| Closed | -$401K | – | 305 |
|
|
2018
Q1 | $401K | Sell |
7,197
-247
| -3% | -$13.8K | 0.06% | 241 |
|
|
2017
Q4 | $420K | Sell |
7,444
-3,228
| -30% | -$182K | 0.06% | 239 |
|
|
2017
Q3 | $527K | Sell |
10,672
-11,370
| -52% | -$561K | 0.08% | 224 |
|
|
2017
Q2 | $1.04M | Buy |
22,042
+1,552
| +8% | +$73.4K | 0.17% | 166 |
|
|
2017
Q1 | $921K | Buy |
20,490
+2,393
| +13% | +$108K | 0.16% | 172 |
|
|
2016
Q4 | $758K | Buy |
18,097
+3,552
| +24% | +$149K | 0.14% | 180 |
|
|
2016
Q3 | $568K | Buy |
14,545
+1,343
| +10% | +$52.4K | 0.12% | 199 |
|
|
2016
Q2 | $467K | Buy |
13,202
+1,493
| +13% | +$52.8K | 0.1% | 211 |
|
|
2016
Q1 | $392K | Buy |
11,709
+252
| +2% | +$8.44K | 0.09% | 219 |
|
|
2015
Q4 | $372K | Buy |
11,457
+5,106
| +80% | +$166K | 0.09% | 220 |
|
|
2015
Q3 | $212K | Sell |
6,351
-459
| -7% | -$15.3K | 0.05% | 259 |
|
|
2015
Q2 | $262K | Buy |
6,810
+165
| +2% | +$6.35K | 0.06% | 238 |
|
|
2015
Q1 | $277K | Buy |
6,645
+650
| +11% | +$27.1K | 0.07% | 230 |
|
|
2014
Q4 | $245K | Buy |
+5,995
| New | +$245K | 0.07% | 238 |
|