NWM
EFR

Northwest Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Northwest Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-700
Closed -$9K – 213
2019
Q1 		$9K Hold
700
– – 0.01% 354
2018
Q4 		$9K Hold
700
– – 0.01% 329
2018
Q3 		$10K Hold
700
– – 0.01% 352
2018
Q2 		$10K Hold
700
– – 0.01% 346
2018
Q1 		$10K Buy
+700
New +$10K 0.01% 351