Howe & Rusling’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 |
-437
| Closed | -$30K | – | 1043 |
|
|
2020
Q4 | $30K | Buy |
+437
| New | +$30K | ﹤0.01% | 332 |
|
|
2014
Q3 | – | Sell |
-229
| Closed | -$9K | – | 963 |
|
|
2014
Q2 | $9K | Sell |
229
-30
| -12% | -$1.18K | ﹤0.01% | 516 |
|
|
2014
Q1 | $10K | Hold |
259
| – | – | ﹤0.01% | 567 |
|
|
2013
Q4 | $11K | Hold |
259
| – | – | ﹤0.01% | 488 |
|
|
2013
Q3 | $10K | Hold |
259
| – | – | ﹤0.01% | 602 |
|
|
2013
Q2 | $10K | Buy |
+259
| New | +$10K | ﹤0.01% | 628 |
|