KLI
EFT
Kelman-Lazarov Inc’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-411,937
| Closed | -$6.14M | – | 141 |
|
|
2016
Q4 | $6.14M | Buy |
411,937
+19,292
| +5% | +$287K | 3.46% | 4 |
|
|
2016
Q3 | $5.58M | Buy |
392,645
+37,648
| +11% | +$535K | 3.16% | 4 |
|
|
2016
Q2 | $4.79M | Buy |
354,997
+33,628
| +10% | +$454K | 2.74% | 4 |
|
|
2016
Q1 | $4.22M | Buy |
+321,369
| New | +$4.22M | 2.47% | 6 |
|