RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
56,925
-4,350
| -7% | -$52.7K | 0.01% | 381 |
|
|
2025
Q1 | $751K | Sell |
61,275
-13,250
| -18% | -$162K | 0.01% | 361 |
|
|
2024
Q4 | $954K | Sell |
74,525
-7,250
| -9% | -$92.8K | 0.01% | 332 |
|
|
2024
Q3 | $1.04M | Sell |
81,775
-1,850
| -2% | -$23.6K | 0.01% | 320 |
|
|
2024
Q2 | $1.09M | Sell |
83,625
-3,850
| -4% | -$50.4K | 0.01% | 291 |
|
|
2024
Q1 | $1.14M | Hold |
87,475
| – | – | 0.02% | 289 |
|
|
2023
Q4 | $1.11M | Hold |
87,475
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $1.06M | Buy |
87,475
+1,250
| +1% | +$15.1K | 0.02% | 189 |
|
|
2023
Q2 | $1.01M | Buy |
+86,225
| New | +$1.01M | 0.02% | 169 |
|