SFI Advisors’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
Q1 | – | Sell |
-29,440
| Closed | -$377K | – | 75 |
|
|
2024
Q4 | $377K | Buy |
29,440
+9,434
| +47% | +$121K | 0.26% | 56 |
|
|
2024
Q3 | $255K | Buy |
+20,006
| New | +$255K | 0.18% | 61 |
|
|
2022
Q4 | – | Sell |
-21,440
| Closed | -$238K | – | 84 |
|
|
2022
Q3 | $238K | Hold |
21,440
| – | – | 0.28% | 47 |
|
|
2022
Q2 | $263K | Hold |
21,440
| – | – | 0.29% | 43 |
|
|
2022
Q1 | $287 | Hold |
21,440
| – | – | 0.17% | 46 |
|
|
2021
Q4 | $323K | Buy |
+21,440
| New | +$323K | 0.29% | 43 |
|