Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,383
| Closed | -$132K | – | 2681 |
|
|
2024
Q3 | $132K | Hold |
10,383
| – | – | ﹤0.01% | 2426 |
|
|
2024
Q2 | $136K | Hold |
10,383
| – | – | ﹤0.01% | 2475 |
|
|
2024
Q1 | $135K | Hold |
10,383
| – | – | ﹤0.01% | 2342 |
|
|
2023
Q4 | $131K | Sell |
10,383
-3,000
| -22% | -$38K | ﹤0.01% | 2172 |
|
|
2023
Q3 | $162K | Hold |
13,383
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q2 | $157K | Sell |
13,383
-31
| -0.2% | -$364 | ﹤0.01% | 1945 |
|
|
2023
Q1 | $152K | Buy |
+13,414
| New | +$152K | ﹤0.01% | 1901 |
|