IFG Advisory’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 |
-18,905
| Closed | -$1.28M | – | 493 |
|
|
2020
Q4 | $1.28M | Sell |
18,905
-3,954
| -17% | -$269K | 0.18% | 143 |
|
|
2020
Q3 | $872K | Buy |
22,859
+6,207
| +37% | +$237K | 0.14% | 172 |
|
|
2020
Q2 | $642K | Buy |
16,652
+311
| +2% | +$12K | 0.12% | 197 |
|
|
2020
Q1 | $527K | Buy |
16,341
+2,358
| +17% | +$76K | 0.12% | 185 |
|
|
2019
Q4 | $652K | Sell |
13,983
-861
| -6% | -$40.1K | 0.12% | 197 |
|
|
2019
Q3 | $666K | Sell |
14,844
-4,400
| -23% | -$197K | 0.13% | 186 |
|
|
2019
Q2 | $687K | Buy |
19,244
+1,328
| +7% | +$47.4K | 0.12% | 167 |
|
|
2019
Q1 | $621K | Buy |
17,916
+2,915
| +19% | +$101K | 0.12% | 166 |
|
|
2018
Q4 | $451K | Buy |
15,001
+1,409
| +10% | +$42.4K | 0.11% | 186 |
|
|
2018
Q3 | $535K | Buy |
13,592
+3,777
| +38% | +$149K | 0.1% | 196 |
|
|
2018
Q2 | $309K | Sell |
9,815
-1,000
| -9% | -$31.5K | 0.06% | 263 |
|
|
2018
Q1 | $336K | Buy |
10,815
+741
| +7% | +$23K | 0.07% | 249 |
|
|
2017
Q4 | $350K | Buy |
+10,074
| New | +$350K | 0.08% | 236 |
|