Kelly Financial Services’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$34K | – | 662 |
|
|
2020
Q4 | $34K | Hold |
500
| – | – | 0.02% | 148 |
|
|
2020
Q3 | $19.1K | Hold |
500
| – | – | 0.01% | 177 |
|
|
2020
Q2 | $19.3K | Hold |
500
| – | – | 0.02% | 169 |
|
|
2020
Q1 | $16.1K | Hold |
500
| – | – | 0.02% | 160 |
|
|
2019
Q4 | $23.3K | Hold |
500
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $22.5K | Hold |
500
| – | – | 0.02% | 138 |
|
|
2019
Q2 | $21.6K | Hold |
500
| – | – | 0.02% | 142 |
|
|
2019
Q1 | $20.2K | Buy |
+500
| New | +$20.2K | 0.02% | 144 |
|