Prospera Financial Services’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 |
-12,717
| Closed | -$864K | – | 788 |
|
2020
Q4 | $864K | Buy |
12,717
+12,638
| +15,997% | +$859K | 0.06% | 320 |
|
2020
Q3 | $3K | Sell |
79
-12,359
| -99% | -$469K | ﹤0.01% | 1430 |
|
2020
Q2 | $480K | Sell |
12,438
-444
| -3% | -$17.1K | 0.04% | 362 |
|
2020
Q1 | $415K | Sell |
12,882
-10,678
| -45% | -$344K | 0.04% | 339 |
|
2019
Q4 | $1.1M | Buy |
23,560
+16,079
| +215% | +$751K | 0.08% | 247 |
|
2019
Q3 | $336K | Buy |
7,481
+77
| +1% | +$3.46K | 0.03% | 406 |
|
2019
Q2 | $319K | Sell |
7,404
-799
| -10% | -$34.4K | 0.04% | 389 |
|
2019
Q1 | $345K | Buy |
+8,203
| New | +$345K | 0.11% | 227 |
|
2018
Q4 | – | Sell |
-3,942
| Closed | -$206K | – | 451 |
|
2018
Q3 | $206K | Sell |
3,942
-1,400
| -26% | -$73.2K | 0.04% | 393 |
|
2018
Q2 | $279K | Sell |
5,342
-42
| -0.8% | -$2.19K | 0.04% | 362 |
|
2018
Q1 | $300K | Hold |
5,384
| – | – | 0.04% | 341 |
|
2017
Q4 | $305K | Buy |
+5,384
| New | +$305K | 0.05% | 302 |
|