Modera Wealth Management’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.72M | Sell |
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|
2020
Q3 | $3.37M | Hold |
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|
2020
Q2 | $3.41M | Hold |
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|
2020
Q1 | $2.85M | Hold |
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|
2019
Q4 | $4.12M | Sell |
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|
2019
Q3 | $4.83M | Hold |
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|
2019
Q2 | $4.64M | Hold |
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|
2019
Q1 | $4.33M | Hold |
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|
2018
Q4 | $3.78M | Sell |
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|
2018
Q3 | $6.55M | Sell |
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|
2018
Q2 | $6.83M | Hold |
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|
2018
Q1 | $7.29M | Hold |
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|
2017
Q4 | $7.38M | Sell |
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|
2017
Q3 | $6.53M | Buy |
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