EFR
Koshinski Asset Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,121
| Closed | -$295K | – | 696 |
|
|
2025
Q1 | $295K | Sell |
24,121
-1,173
| -5% | -$14.4K | 0.03% | 500 |
|
|
2024
Q4 | $324M | Sell |
25,294
-323
| -1% | -$4.13M | 0.03% | 466 |
|
|
2024
Q3 | $327K | Buy |
25,617
+8,977
| +54% | +$114K | 0.03% | 472 |
|
|
2024
Q2 | $220K | Buy |
16,640
+17
| +0.1% | +$225 | 0.02% | 550 |
|
|
2024
Q1 | $217K | Buy |
+16,623
| New | +$217K | 0.02% | 522 |
|
|
2023
Q4 | – | Sell |
-16,623
| Closed | -$201K | – | 537 |
|
|
2023
Q3 | $201K | Hold |
16,623
| – | – | 0.02% | 530 |
|
|
2023
Q2 | $195K | Buy |
+16,623
| New | +$195K | 0.02% | 568 |
|
|
2023
Q1 | – | Sell |
-17,460
| Closed | -$191K | – | 572 |
|
|
2022
Q4 | $191K | Hold |
17,460
| – | – | 0.02% | 570 |
|
|
2022
Q3 | $194K | Buy |
+17,460
| New | +$194K | 0.02% | 502 |
|