SevenBridge Financial Group’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,750
| Closed | -$205K | – | 616 |
|
|
2019
Q2 | $205K | Sell |
4,750
-135
| -3% | -$5.83K | 0.07% | 140 |
|
|
2019
Q1 | $197K | Sell |
4,885
-100
| -2% | -$4.03K | 0.07% | 132 |
|
|
2018
Q4 | $175K | Sell |
4,985
-500
| -9% | -$17.6K | 0.11% | 133 |
|
|
2018
Q3 | $288K | Sell |
5,485
-225
| -4% | -$11.8K | 0.15% | 103 |
|
|
2018
Q2 | $298K | Sell |
5,710
-175
| -3% | -$9.13K | 0.17% | 105 |
|
|
2018
Q1 | $328K | Sell |
5,885
-202
| -3% | -$11.3K | 0.19% | 99 |
|
|
2017
Q4 | $343K | Sell |
6,087
-904
| -13% | -$50.9K | 0.19% | 104 |
|
|
2017
Q3 | $345K | Sell |
6,991
-100
| -1% | -$4.94K | 0.2% | 105 |
|
|
2017
Q2 | $336K | Sell |
7,091
-75
| -1% | -$3.55K | 0.21% | 102 |
|
|
2017
Q1 | $311K | Sell |
7,166
-1,430
| -17% | -$62.1K | 0.2% | 99 |
|
|
2016
Q4 | $320K | Hold |
8,596
| – | – | 0.23% | 96 |
|
|
2016
Q3 | $320K | Sell |
8,596
-29,002
| -77% | -$1.08M | 0.23% | 96 |
|
|
2016
Q2 | $1.33M | Buy |
+37,598
| New | +$1.33M | 0.93% | 34 |
|