Marble Harbor Investment Counsel’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $522K | Sell |
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|
2024
Q4 | $748K | Hold |
|
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|
2024
Q3 | $745K | Sell |
|
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|
2024
Q2 | $3.27M | Sell |
|
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|
2024
Q1 | $8.73M | Sell |
|
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|
2023
Q4 | $9.47M | Buy |
|
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|
2023
Q3 | $7.46M | Buy |
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|
2023
Q2 | $7.13M | Sell |
|
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|
2023
Q1 | $6.9M | Sell |
|
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|
2022
Q4 | $6.77M | Buy |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $7.2M | Sell |
|
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|
2022
Q1 | $7.94M | Buy |
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|
2021
Q4 | $8.33M | Buy |
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|
2021
Q3 | $8M | Buy |
|
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|
2021
Q2 | $7.18M | Buy |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $5.87M | Buy |
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|
2020
Q3 | $5.36M | Buy |
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|
2020
Q2 | $5.16M | Buy |
|