Shufro Rose & Co’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Hold |
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|
2025
Q2 | $315K | Sell |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $441K | Hold |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $396K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $370K | Hold |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $384K | Hold |
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|
2022
Q2 | $425K | Hold |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $511K | Hold |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $400K | Hold |
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|
2020
Q4 | $369K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $328K | Hold |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $393K | Sell |
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|
2019
Q3 | $412K | Hold |
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|
2019
Q2 | $414K | Hold |
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|
2019
Q1 | $411K | Buy |
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|
2018
Q4 | $364K | Buy |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $264K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $288K | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $169K | Buy |
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|
2015
Q3 | $169K | Buy |
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|
2015
Q2 | $152K | Hold |
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|
2015
Q1 | $160K | Sell |
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|
2014
Q4 | $168K | Buy |
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|
2014
Q3 | $162K | Hold |
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|
2014
Q2 | $168K | Hold |
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|
2014
Q1 | $171K | Buy |
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