Spire Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
9,709
-1,001
| -9% | -$24.2K | 0.01% | 721 |
|
|
2025
Q1 | $226K | Buy |
10,710
+794
| +8% | +$16.8K | 0.01% | 793 |
|
|
2024
Q4 | $237K | Sell |
9,916
-1,272
| -11% | -$30.5K | 0.01% | 773 |
|
|
2024
Q3 | $243K | Buy |
11,188
+237
| +2% | +$5.14K | 0.01% | 685 |
|
|
2024
Q2 | $239K | Sell |
10,951
-275
| -2% | -$5.99K | 0.01% | 675 |
|
|
2024
Q1 | $226K | Sell |
11,226
-714
| -6% | -$14.4K | ﹤0.01% | 738 |
|
|
2023
Q4 | $230K | Sell |
11,940
-6,078
| -34% | -$117K | 0.01% | 718 |
|
|
2023
Q3 | $310K | Sell |
18,018
-7,102
| -28% | -$122K | 0.01% | 585 |
|
|
2023
Q2 | $449K | Sell |
25,120
-1,435
| -5% | -$25.7K | 0.02% | 516 |
|
|
2023
Q1 | $435K | Buy |
26,555
+2,010
| +8% | +$33K | 0.02% | 523 |
|
|
2022
Q4 | $406K | Buy |
24,545
+344
| +1% | +$5.69K | 0.02% | 395 |
|
|
2022
Q3 | $370K | Sell |
24,201
-3,145
| -12% | -$48.1K | 0.02% | 396 |
|
|
2022
Q2 | $443K | Buy |
27,346
+322
| +1% | +$5.22K | 0.02% | 511 |
|
|
2022
Q1 | $568K | Buy |
27,024
+597
| +2% | +$12.5K | 0.02% | 531 |
|
|
2021
Q4 | $650K | Sell |
26,427
-1,822
| -6% | -$44.8K | 0.01% | 605 |
|
|
2021
Q3 | $656K | Buy |
28,249
+1,397
| +5% | +$32.4K | 0.02% | 519 |
|
|
2021
Q2 | $625K | Buy |
26,852
+944
| +4% | +$22K | 0.02% | 550 |
|
|
2021
Q1 | $556K | Buy |
+25,908
| New | +$556K | 0.01% | 633 |
|