Next Financial Group’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-43
| Closed | -$3K | – | 2687 |
|
|
2020
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 2154 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$5K | – | 2121 |
|
|
2020
Q1 | $5K | Hold |
170
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q4 | $8K | Sell |
170
-5
| -3% | -$235 | ﹤0.01% | 1860 |
|
|
2019
Q3 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 1795 |
|
|
2015
Q4 | – | Sell |
-16
| Closed | – | – | 1988 |
|
|
2015
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 2007 |
|
|
2015
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 2002 |
|
|
2015
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1999 |
|
|
2014
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1850 |
|
|
2014
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 2465 |
|
|
2014
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1177 |
|