Omnia Family Wealth’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-30
| Closed | -$1K | – | 577 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 555 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 512 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 509 |
|
|
2017
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 530 |
|
|
2017
Q3 | $1K | Sell |
30
-64
| -68% | -$2.13K | ﹤0.01% | 617 |
|
|
2017
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 487 |
|
|
2017
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 475 |
|
|
2016
Q4 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 478 |
|