OPWM
EFR

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

Oregon Pacific 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
2025
Q2 		$337K Sell
27,841
-857
-3% -$10.4K 0.32% 85
2025
Q1 		$352K Buy
28,698
+681
+2% +$8.34K 0.35% 80
2024
Q4 		$359K Buy
+28,017
New +$359K 0.35% 78