Patriot Financial Group Insurance Agency’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,600
| Closed | -$53K | – | 674 |
|
|
2018
Q1 | $53K | Hold |
3,600
| – | – | 0.04% | 301 |
|
|
2017
Q4 | $51K | Sell |
3,600
-400
| -10% | -$5.67K | 0.04% | 293 |
|
|
2017
Q3 | $59K | Sell |
4,000
-350
| -8% | -$5.16K | 0.05% | 231 |
|
|
2017
Q2 | $65K | Hold |
4,350
| – | – | 0.07% | 207 |
|
|
2017
Q1 | $65K | Buy |
4,350
+600
| +16% | +$8.97K | 0.07% | 193 |
|
|
2016
Q4 | $55K | Buy |
+3,750
| New | +$55K | 0.08% | 201 |
|