SWM
EFR

Spire Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Spire Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,800
Closed -$71K – 2618
2021
Q4 		$71K Buy
+4,800
New +$71K ﹤0.01% 1554
2021
Q2 		– Sell
-4,800
Closed -$66K – 2679
2021
Q1 		$66K Buy
+4,800
New +$66K ﹤0.01% 1580