Melfa Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Hold |
25,319
| – | – | 0.2% | 121 |
|
2025
Q1 | $318K | Hold |
25,319
| – | – | 0.21% | 111 |
|
2024
Q4 | $325K | Sell |
25,319
-5,344
| -17% | -$68.6K | 0.22% | 115 |
|
2024
Q3 | $395K | Hold |
30,663
| – | – | 0.26% | 97 |
|
2024
Q2 | $411K | Hold |
30,663
| – | – | 0.29% | 93 |
|
2024
Q1 | $408K | Buy |
30,663
+199
| +0.7% | +$2.65K | 0.29% | 88 |
|
2023
Q4 | $382K | Sell |
30,464
-2,350
| -7% | -$29.5K | 0.36% | 70 |
|
2023
Q3 | $404K | Buy |
32,814
+276
| +0.8% | +$3.4K | 0.44% | 61 |
|
2023
Q2 | $380K | Buy |
32,538
+257
| +0.8% | +$3K | 0.39% | 69 |
|
2023
Q1 | $372K | Sell |
32,281
-4,546
| -12% | -$52.3K | 0.37% | 68 |
|
2022
Q4 | $408K | Buy |
+36,827
| New | +$408K | 0.43% | 66 |
|