Meridian Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10,000
| Closed | -$148K | – | 189 |
|
|
2022
Q2 | $148K | Hold |
10,000
| – | – | 0.04% | 190 |
|
|
2022
Q1 | $184K | Hold |
10,000
| – | – | 0.04% | 205 |
|
|
2021
Q4 | $202K | Hold |
10,000
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $179K | Hold |
10,000
| – | – | 0.05% | 191 |
|
|
2021
Q2 | $186K | Hold |
10,000
| – | – | 0.05% | 191 |
|
|
2021
Q1 | $168K | Hold |
10,000
| – | – | 0.06% | 178 |
|
|
2020
Q4 | $162K | Hold |
10,000
| – | – | 0.06% | 172 |
|
|
2020
Q3 | $146K | Hold |
10,000
| – | – | 0.06% | 157 |
|
|
2020
Q2 | $142K | Buy |
+10,000
| New | +$142K | 0.07% | 160 |
|
|
2020
Q1 | – | Sell |
-10,000
| Closed | -$159K | – | 150 |
|
|
2019
Q4 | $159K | Hold |
10,000
| – | – | 0.06% | 159 |
|
|
2019
Q3 | $151K | Hold |
10,000
| – | – | 0.06% | 148 |
|
|
2019
Q2 | $150K | Hold |
10,000
| – | – | 0.1% | 124 |
|
|
2019
Q1 | $144K | Hold |
10,000
| – | – | 0.11% | 121 |
|
|
2018
Q4 | $130K | Buy |
+10,000
| New | +$130K | 0.1% | 146 |
|