Gideon Capital Advisors’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,492
| Closed | -$262K | – | 478 |
|
|
2019
Q1 | $262K | Buy |
+6,492
| New | +$262K | 0.09% | 304 |
|
|
2018
Q3 | – | Sell |
-4,448
| Closed | -$232K | – | 530 |
|
|
2018
Q2 | $232K | Buy |
+4,448
| New | +$232K | 0.12% | 313 |
|
|
2014
Q4 | – | Sell |
-9,436
| Closed | -$356K | – | 335 |
|
|
2014
Q3 | $356K | Buy |
9,436
+3,261
| +53% | +$123K | 0.14% | 191 |
|
|
2014
Q2 | $233K | Sell |
6,175
-1,693
| -22% | -$63.9K | 0.08% | 220 |
|
|
2014
Q1 | $300K | Buy |
+7,868
| New | +$300K | 0.17% | 158 |
|