LWP
EFR
Lumature Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $173K | Hold |
14,764
| – | – | 0.1% | 164 |
|
|
2023
Q1 | $167K | Hold |
14,764
| – | – | 0.09% | 161 |
|
|
2022
Q4 | $162K | Hold |
14,764
| – | – | 0.09% | 158 |
|
|
2022
Q3 | $164K | Hold |
14,764
| – | – | 0.09% | 172 |
|
|
2022
Q2 | $181K | Hold |
14,764
| – | – | 0.08% | 176 |
|
|
2022
Q1 | $198K | Hold |
14,764
| – | – | 0.08% | 176 |
|
|
2021
Q4 | $218K | Hold |
14,764
| – | – | 0.08% | 138 |
|
|
2021
Q3 | $216K | Hold |
14,764
| – | – | 0.09% | 139 |
|
|
2021
Q2 | $209K | Hold |
14,764
| – | – | 0.09% | 134 |
|
|
2021
Q1 | $204K | Hold |
14,764
| – | – | 0.11% | 119 |
|
|
2020
Q4 | $188K | Buy |
+14,764
| New | +$188K | 0.18% | 120 |
|