Next Financial Group’s Eaton Vance New York Municipal Income Trust EVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,000
Closed -$60K 2863
2021
Q2
$60K Hold
4,000
﹤0.01% 1312
2021
Q1
$58K Hold
4,000
0.01% 1229
2020
Q4
$56K Hold
4,000
0.01% 1176
2020
Q3
$51K Buy
+4,000
New +$52.2K 0.01% 1107
2020
Q2
Sell
-4,000
Closed -$50K 2092
2020
Q1
$50K Hold
4,000
0.01% 998
2019
Q4
$54K Hold
4,000
0.01% 1165
2019
Q3
$54K Hold
4,000
0.01% 1129
2019
Q2
$52K Hold
4,000
0.01% 1154
2019
Q1
$49K Hold
4,000
0.01% 742
2018
Q4
$46K Hold
4,000
0.01% 829
2018
Q3
$47K Buy
+4,000
New +$48.4K 0.02% 566

Next Financial Group's EVY Position: Q3 2021 in Review

Next Financial Group sold out of Eaton Vance New York Municipal Income Trust (EVY) in Q3 2021, closing a stake of 4,000 shares — an estimated $60K sold.

Next Financial Group first reported a position in EVY in Q3 2018 and held it in 11 quarters. The position peaked at $60K in Q2 2021. 0 funds tracked by Wall St. Rank hold EVY as of Q3 2021.

  • Next Financial Group reported no remaining Eaton Vance New York Municipal Income Trust position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 4,000 Eaton Vance New York Municipal Income Trust shares in Q3 2021, an estimated $60K.
  • Next Financial Group first reported a position in Eaton Vance New York Municipal Income Trust in Q3 2018 and held it in 11 quarters.
  • Next Financial Group's Eaton Vance New York Municipal Income Trust position peaked at $60K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Income Trust as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.