Montag & Associates’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
Q2 | $59.7K | Hold |
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|
2025
Q1 | $60.4K | Hold |
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|
2024
Q4 | $63.1K | Hold |
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|
2024
Q3 | $62.8K | Hold |
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|
2024
Q2 | $64.5K | Hold |
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|
2024
Q1 | $64.2K | Hold |
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|
2023
Q4 | $63K | Hold |
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|
2023
Q3 | $59.7K | Hold |
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|
2023
Q2 | $57.9K | Hold |
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|
2023
Q1 | $55.8K | Hold |
|
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|
2022
Q4 | $54.3K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $43K | Buy |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $26K | Buy |
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