IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5102 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4900 |
|
|
2021
Q1 | – | Sell |
-1,369
| Closed | -$95K | – | 4720 |
|
|
2020
Q4 | $95K | Buy |
1,369
+6
| +0.4% | +$416 | ﹤0.01% | 1161 |
|
|
2020
Q3 | $51K | Sell |
1,363
-16
| -1% | -$599 | ﹤0.01% | 1288 |
|
|
2020
Q2 | $50K | Sell |
1,379
-677
| -33% | -$24.5K | ﹤0.01% | 1223 |
|
|
2020
Q1 | $68K | Sell |
2,056
-347
| -14% | -$11.5K | 0.01% | 987 |
|
|
2019
Q4 | $114K | Sell |
2,403
-1,195
| -33% | -$56.7K | 0.01% | 881 |
|
|
2019
Q3 | $156K | Buy |
+3,598
| New | +$156K | 0.01% | 861 |
|
|
2019
Q1 | $110K | Sell |
2,742
-2,171
| -44% | -$87.1K | 0.02% | 655 |
|
|
2018
Q4 | $170K | Buy |
4,913
+404
| +9% | +$14K | 0.01% | 925 |
|
|
2018
Q3 | $237K | Buy |
4,509
+1,523
| +51% | +$80.1K | 0.01% | 983 |
|
|
2018
Q2 | $156K | Buy |
2,986
+629
| +27% | +$32.9K | 0.01% | 1206 |
|
|
2018
Q1 | $133K | Hold |
2,357
| – | – | 0.01% | 1213 |
|
|
2017
Q4 | $133K | Sell |
2,357
-1,140
| -33% | -$64.3K | 0.01% | 1210 |
|
|
2017
Q3 | $173K | Sell |
3,497
-5
| -0.1% | -$247 | 0.01% | 1223 |
|
|
2017
Q2 | $166K | Sell |
3,502
-10
| -0.3% | -$474 | 0.01% | 1231 |
|
|
2017
Q1 | $158K | Sell |
3,512
-35
| -1% | -$1.58K | 0.01% | 1233 |
|
|
2016
Q4 | $149K | Buy |
3,547
+39
| +1% | +$1.64K | 0.01% | 1201 |
|
|
2016
Q3 | $137K | Sell |
3,508
-18
| -0.5% | -$703 | 0.01% | 1186 |
|
|
2016
Q2 | $125K | Buy |
3,526
+784
| +29% | +$27.8K | 0.01% | 1213 |
|
|
2016
Q1 | $110K | Buy |
2,742
+7
| +0.3% | +$281 | 0.02% | 655 |
|
|
2015
Q4 | $89K | Buy |
+2,735
| New | +$89K | 0.01% | 1243 |
|