J.W. Cole Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,298
| Closed | -$200K | – | 1468 |
|
|
2025
Q1 | $200K | Buy |
16,298
+2,484
| +18% | +$30.4K | 0.01% | 1159 |
|
|
2024
Q4 | $177K | Sell |
13,814
-848
| -6% | -$10.9K | 0.01% | 917 |
|
|
2024
Q3 | $187K | Buy |
14,662
+268
| +2% | +$3.42K | 0.01% | 906 |
|
|
2024
Q2 | $188K | Buy |
14,394
+4,066
| +39% | +$53.2K | 0.01% | 855 |
|
|
2024
Q1 | $135K | Buy |
+10,328
| New | +$135K | 0.01% | 850 |
|