Integrated Wealth Management’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-212
| Closed | -$8K | – | 1130 |
|
|
2016
Q3 | $8K | Hold |
212
| – | – | ﹤0.01% | 820 |
|
|
2016
Q2 | $7K | Hold |
212
| – | – | ﹤0.01% | 862 |
|
|
2016
Q1 | $7K | Sell |
212
-270
| -56% | -$8.92K | ﹤0.01% | 798 |
|
|
2015
Q4 | $16K | Hold |
482
| – | – | 0.01% | 643 |
|
|
2015
Q3 | $16K | Hold |
482
| – | – | 0.01% | 647 |
|
|
2015
Q2 | $19K | Buy |
482
+98
| +26% | +$3.86K | 0.01% | 632 |
|
|
2015
Q1 | $15K | Buy |
+384
| New | +$15K | 0.01% | 661 |
|