JWM
EV
JGP Wealth Management’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-66,673
| Closed | -$4.68M | – | 153 |
|
|
2020
Q4 | $4.68M | Sell |
66,673
-603
| -0.9% | -$42.3K | 1.08% | 33 |
|
|
2020
Q3 | $2.75M | Buy |
67,276
+2,346
| +4% | +$96K | 0.73% | 44 |
|
|
2020
Q2 | $2.46M | Buy |
64,930
+4,894
| +8% | +$185K | 0.72% | 45 |
|
|
2020
Q1 | $2.07M | Buy |
60,036
+8,384
| +16% | +$290K | 0.74% | 46 |
|
|
2019
Q4 | $2.41M | Buy |
51,652
+5,625
| +12% | +$262K | 0.71% | 51 |
|
|
2019
Q3 | $1.95M | Buy |
46,027
+1,062
| +2% | +$45K | 0.68% | 53 |
|
|
2019
Q2 | $1.94M | Buy |
44,965
+1,120
| +3% | +$48.3K | 0.69% | 54 |
|
|
2019
Q1 | $1.77M | Buy |
43,845
+10,246
| +30% | +$413K | 0.67% | 52 |
|
|
2018
Q4 | $1.18M | Buy |
33,599
+1,996
| +6% | +$70.2K | 0.49% | 63 |
|
|
2018
Q3 | $1.66M | Buy |
31,603
+285
| +0.9% | +$15K | 0.66% | 56 |
|
|
2018
Q2 | $1.63M | Buy |
+31,318
| New | +$1.63M | 0.68% | 58 |
|