Steward Partners Investment Advisory’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412 | Buy |
+33
| New | +$412 | ﹤0.01% | 3976 |
|
|
2024
Q4 | – | Sell |
-31
| Closed | -$399 | – | 4005 |
|
|
2024
Q3 | $399 | Hold |
31
| – | – | ﹤0.01% | 3622 |
|
|
2024
Q2 | $416 | Hold |
31
| – | – | ﹤0.01% | 3486 |
|
|
2024
Q1 | $413 | Sell |
31
-282
| -90% | -$3.76K | ﹤0.01% | 3440 |
|
|
2023
Q4 | $3.93K | Sell |
313
-548
| -64% | -$6.88K | ﹤0.01% | 3053 |
|
|
2023
Q3 | $10.6K | Sell |
861
-1,142
| -57% | -$14.1K | ﹤0.01% | 2578 |
|
|
2023
Q2 | $23.4K | Sell |
2,003
-1,217
| -38% | -$14.2K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $37.1K | Sell |
3,220
-24
| -0.7% | -$276 | ﹤0.01% | 1982 |
|
|
2022
Q4 | $36K | Hold |
3,244
| – | – | ﹤0.01% | 1968 |
|
|
2022
Q3 | $37K | Sell |
3,244
-1,080
| -25% | -$12.3K | ﹤0.01% | 1929 |
|
|
2022
Q2 | $51K | Buy |
+4,324
| New | +$51K | ﹤0.01% | 1795 |
|
|
2021
Q3 | – | Sell |
-600
| Closed | -$9K | – | 3215 |
|
|
2021
Q2 | $9K | Sell |
600
-4,600
| -88% | -$69K | ﹤0.01% | 6247 |
|
|
2021
Q1 | $73.3K | Buy |
5,200
+4,600
| +767% | +$64.9K | ﹤0.01% | 1786 |
|
|
2020
Q4 | $8K | Hold |
600
| – | – | ﹤0.01% | 2377 |
|
|
2020
Q3 | $7K | Sell |
600
-1,000
| -63% | -$11.7K | ﹤0.01% | 2250 |
|
|
2020
Q2 | $18K | Buy |
1,600
+600
| +60% | +$6.75K | ﹤0.01% | 1808 |
|
|
2020
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1852 |
|
|
2019
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1913 |
|
|
2019
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q2 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 1868 |
|
|
2018
Q4 | – | Sell |
-2,375
| Closed | -$35K | – | 1128 |
|
|
2018
Q3 | $35K | Buy |
2,375
+175
| +8% | +$2.58K | ﹤0.01% | 1327 |
|
|
2018
Q2 | $32K | Hold |
2,200
| – | – | ﹤0.01% | 1272 |
|
|
2018
Q1 | $32K | Hold |
2,200
| – | – | ﹤0.01% | 1161 |
|
|
2017
Q4 | $31K | Buy |
2,200
+200
| +10% | +$2.82K | ﹤0.01% | 984 |
|
|
2017
Q3 | $29K | Buy |
2,000
+1,000
| +100% | +$14.5K | ﹤0.01% | 840 |
|
|
2017
Q2 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 943 |
|