Next Financial Group’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6K | Hold |
416
| – | – | ﹤0.01% | 2358 |
|
|
2021
Q3 | $6K | Hold |
416
| – | – | ﹤0.01% | 2189 |
|
|
2021
Q2 | $6K | Hold |
416
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q1 | $6K | Buy |
416
+36
| +9% | +$519 | ﹤0.01% | 2029 |
|
|
2020
Q4 | $5K | Hold |
380
| – | – | ﹤0.01% | 1971 |
|
|
2020
Q3 | $4K | Buy |
+380
| New | +$4K | ﹤0.01% | 1898 |
|
|
2020
Q2 | – | Sell |
-827
| Closed | -$8K | – | 928 |
|
|
2020
Q1 | $8K | Hold |
827
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q4 | $11K | Hold |
827
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q3 | $11K | Hold |
827
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q2 | $11K | Buy |
+827
| New | +$11K | ﹤0.01% | 1647 |
|
|
2019
Q1 | – | Sell |
-827
| Closed | -$10K | – | 1735 |
|
|
2018
Q4 | $10K | Buy |
+827
| New | +$10K | ﹤0.01% | 1333 |
|
|
2017
Q3 | – | Sell |
-725
| Closed | -$11K | – | 1795 |
|
|
2017
Q2 | $11K | Buy |
+725
| New | +$11K | ﹤0.01% | 1281 |
|