Laidlaw Wealth Management’s Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest EFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-80,309
Closed -$691K 391
2022
Q3
$691K Sell
80,309
-2,302
-3% -$19.7K 0.16% 140
2022
Q2
$705K Buy
+82,611
New +$731K 0.14% 159

Laidlaw Wealth Management's EFL Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest (EFL) in Q4 2022, closing a stake of 80,309 shares — an estimated $691K sold.

Laidlaw Wealth Management first reported a position in EFL in Q2 2022 and held it in 2 quarters. The position peaked at $705K in Q2 2022. 0 funds tracked by Wall St. Rank hold EFL as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 80,309 Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest shares in Q4 2022, an estimated $691K.
  • Laidlaw Wealth Management first reported a position in Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest in Q2 2022 and held it in 2 quarters.
  • Laidlaw Wealth Management's Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest position peaked at $705K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Eaton Vance Floating-Rate 2022 Target Term Trust Common Shares of Beneficial Interest as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.