Guerra Pan Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Hold |
39,565
| – | – | 0.55% | 45 |
|
|
2025
Q1 | $742K | Buy |
39,565
+3,359
| +9% | +$63K | 0.58% | 46 |
|
|
2024
Q4 | $752K | Buy |
36,206
+1,245
| +4% | +$25.9K | 0.54% | 46 |
|
|
2024
Q3 | $707K | Buy |
34,961
+3,279
| +10% | +$66.3K | 0.57% | 51 |
|
|
2024
Q2 | $616K | Buy |
31,682
+2,553
| +9% | +$49.6K | 0.52% | 50 |
|
|
2024
Q1 | $531K | Sell |
29,129
-1,672
| -5% | -$30.5K | 0.49% | 54 |
|
|
2023
Q4 | $511K | Buy |
30,801
+7,562
| +33% | +$125K | 0.49% | 58 |
|
|
2023
Q3 | $368K | Hold |
23,239
| – | – | 0.43% | 61 |
|
|
2023
Q2 | $383K | Hold |
23,239
| – | – | 0.43% | 59 |
|
|
2023
Q1 | $354K | Hold |
23,239
| – | – | 0.44% | 59 |
|
|
2022
Q4 | $347K | Hold |
23,239
| – | – | 0.47% | 59 |
|
|
2022
Q3 | $342K | Hold |
23,239
| – | – | 0.5% | 59 |
|
|
2022
Q2 | $379K | Hold |
23,239
| – | – | 0.47% | 60 |
|
|
2022
Q1 | $379K | Hold |
23,239
| – | – | 0.46% | 60 |
|
|
2021
Q4 | $468K | Buy |
+23,239
| New | +$468K | 0.46% | 58 |
|