HM Payson & Co’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,100
| Closed | -$75K | – | 1212 |
|
2020
Q4 | $75K | Sell |
1,100
-500
| -31% | -$34.1K | ﹤0.01% | 528 |
|
2020
Q3 | $61K | Buy |
1,600
+100
| +7% | +$3.81K | ﹤0.01% | 524 |
|
2020
Q2 | $58K | Hold |
1,500
| – | – | ﹤0.01% | 500 |
|
2020
Q1 | $48K | Hold |
1,500
| – | – | ﹤0.01% | 509 |
|
2019
Q4 | $70K | Sell |
1,500
-365
| -20% | -$17K | ﹤0.01% | 526 |
|
2019
Q3 | $84K | Sell |
1,865
-200
| -10% | -$9.01K | ﹤0.01% | 504 |
|
2019
Q2 | $89K | Buy |
+2,065
| New | +$89K | ﹤0.01% | 510 |
|