IPW
EFR

Impact Partnership Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Impact Partnership Wealth’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$7.82K – 345
2024
Q1 		$7.82K Hold
600
– – ﹤0.01% 468
2023
Q4 		$7.6K Hold
600
– – ﹤0.01% 528
2023
Q3 		$7.27K Buy
+600
New +$7.27K ﹤0.01% 640