PWM
EOS

Perigon Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Perigon Wealth Management’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Sell
12,199
-260
-2% -$6.3K 0.01% 846
2025
Q1 		$263K Hold
12,459
– – 0.01% 863
2024
Q4 		$294K Buy
12,459
+1,399
+13% +$33K 0.01% 818
2024
Q3 		$240K Sell
11,060
-35
-0.3% -$760 0.01% 861
2024
Q2 		$242K Buy
+11,095
New +$242K 0.01% 758