Steward Partners Investment Advisory’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,800
| Closed | -$45.6K | – | 7573 |
|
|
2021
Q1 | $45.6K | Hold |
2,800
| – | – | ﹤0.01% | 2036 |
|
|
2020
Q4 | $44K | Hold |
2,800
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q3 | $39K | Hold |
2,800
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q2 | $39K | Buy |
2,800
+300
| +12% | +$4.18K | ﹤0.01% | 1521 |
|
|
2020
Q1 | $29K | Hold |
2,500
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q4 | $40K | Hold |
2,500
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $38K | Buy |
+2,500
| New | +$38K | ﹤0.01% | 1479 |
|