MinichMacGregor Wealth Management’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-160
| Closed | -$8K | – | 573 |
|
|
2018
Q3 | $8K | Sell |
160
-35
| -18% | -$1.75K | 0.01% | 344 |
|
|
2018
Q2 | $10K | Hold |
195
| – | – | 0.01% | 310 |
|
|
2018
Q1 | $10K | Hold |
195
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $10K | Buy |
195
+160
| +457% | +$8.21K | 0.01% | 311 |
|
|
2017
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 462 |
|
|
2017
Q2 | $1K | Sell |
35
-5
| -13% | -$143 | ﹤0.01% | 458 |
|
|
2017
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 445 |
|
|
2016
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 444 |
|
|
2016
Q3 | $1K | Sell |
40
-4
| -9% | -$100 | ﹤0.01% | 440 |
|
|
2016
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 417 |
|