SWM
EOS
Sculati Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,096
| Closed | -$436K | – | 119 |
|
|
2020
Q4 | $436K | Sell |
20,096
-3,975
| -17% | -$86.2K | 0.29% | 78 |
|
|
2020
Q3 | $444K | Buy |
24,071
+3,001
| +14% | +$55.4K | 0.33% | 70 |
|
|
2020
Q2 | $371K | Buy |
21,070
+6,700
| +47% | +$118K | 0.31% | 69 |
|
|
2020
Q1 | $199K | Buy |
+14,370
| New | +$199K | 0.22% | 90 |
|