Independent Wealth Network’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $903K | Buy |
|
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|
2023
Q3 | $558K | Buy |
|
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|
2023
Q2 | $488K | Sell |
|
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $483K | Sell |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $614K | Buy |
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|
2021
Q4 | $246K | Buy |
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