Northwestern Mutual Wealth Management’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 |
-3,465
| Closed | -$235K | – | 3051 |
|
|
2020
Q4 | $235K | Sell |
3,465
-604
| -15% | -$41K | ﹤0.01% | 1086 |
|
|
2020
Q3 | $155K | Buy |
4,069
+509
| +14% | +$19.4K | ﹤0.01% | 1115 |
|
|
2020
Q2 | $137K | Sell |
3,560
-77
| -2% | -$2.96K | ﹤0.01% | 1098 |
|
|
2020
Q1 | $117K | Buy |
3,637
+157
| +5% | +$5.05K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $162K | Buy |
3,480
+960
| +38% | +$44.7K | ﹤0.01% | 1037 |
|
|
2019
Q3 | $113K | Buy |
2,520
+8
| +0.3% | +$359 | ﹤0.01% | 1112 |
|
|
2019
Q2 | $108K | Sell |
2,512
-62
| -2% | -$2.67K | ﹤0.01% | 1089 |
|
|
2019
Q1 | $104K | Sell |
2,574
-92
| -3% | -$3.72K | ﹤0.01% | 1084 |
|
|
2018
Q4 | $94K | Sell |
2,666
-94
| -3% | -$3.31K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $145K | Buy |
2,760
+159
| +6% | +$8.35K | ﹤0.01% | 918 |
|
|
2018
Q2 | $136K | Sell |
2,601
-23
| -0.9% | -$1.2K | ﹤0.01% | 891 |
|
|
2018
Q1 | $146K | Sell |
2,624
-737
| -22% | -$41K | ﹤0.01% | 833 |
|
|
2017
Q4 | $190K | Buy |
3,361
+269
| +9% | +$15.2K | ﹤0.01% | 738 |
|
|
2017
Q3 | $153K | Sell |
3,092
-1,105
| -26% | -$54.7K | ﹤0.01% | 768 |
|
|
2017
Q2 | $199K | Buy |
4,197
+1,296
| +45% | +$61.5K | ﹤0.01% | 673 |
|
|
2017
Q1 | $130K | Buy |
2,901
+501
| +21% | +$22.5K | ﹤0.01% | 755 |
|
|
2016
Q4 | $100K | Buy |
+2,400
| New | +$100K | ﹤0.01% | 825 |
|
|
2016
Q3 | – | Sell |
-2,404
| Closed | -$84K | – | 1729 |
|
|
2016
Q2 | $84K | Sell |
2,404
-589
| -20% | -$20.6K | ﹤0.01% | 780 |
|
|
2016
Q1 | $100K | Buy |
2,993
+639
| +27% | +$21.4K | ﹤0.01% | 701 |
|
|
2015
Q4 | $76K | Sell |
2,354
-32
| -1% | -$1.03K | ﹤0.01% | 690 |
|
|
2015
Q3 | $80K | Buy |
2,386
+533
| +29% | +$17.9K | ﹤0.01% | 628 |
|
|
2015
Q2 | $73K | Buy |
1,853
+653
| +54% | +$25.7K | ﹤0.01% | 608 |
|
|
2015
Q1 | $50K | Sell |
1,200
-86
| -7% | -$3.58K | ﹤0.01% | 654 |
|
|
2014
Q4 | $53K | Buy |
1,286
+305
| +31% | +$12.6K | ﹤0.01% | 643 |
|
|
2014
Q3 | $37K | Sell |
981
-241
| -20% | -$9.09K | ﹤0.01% | 679 |
|
|
2014
Q2 | $46K | Sell |
1,222
-10
| -0.8% | -$376 | ﹤0.01% | 623 |
|
|
2014
Q1 | $47K | Buy |
1,232
+512
| +71% | +$19.5K | ﹤0.01% | 612 |
|
|
2013
Q4 | $31K | Buy |
720
+292
| +68% | +$12.6K | ﹤0.01% | 698 |
|
|
2013
Q3 | $17K | Buy |
428
+380
| +792% | +$15.1K | ﹤0.01% | 769 |
|
|
2013
Q2 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 1135 |
|