Steward Partners Investment Advisory’s Eaton Vance 2021 Target Term Trust EHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,972
| Closed | -$128K | – | 3484 |
|
|
2021
Q2 | $128K | Sell |
12,972
-9,640
| -43% | -$94.8K | ﹤0.01% | 1922 |
|
|
2021
Q1 | $222K | Buy |
22,612
+8,000
| +55% | +$78.6K | ﹤0.01% | 1248 |
|
|
2020
Q4 | $142K | Sell |
14,612
-2,630
| -15% | -$25.3K | ﹤0.01% | 1215 |
|
|
2020
Q3 | $163K | Hold |
17,242
| – | – | ﹤0.01% | 1027 |
|
|
2020
Q2 | $163K | Buy |
17,242
+10,580
| +159% | +$98K | ﹤0.01% | 950 |
|
|
2020
Q1 | $58K | Sell |
6,662
-5,423
| -45% | -$52.2K | ﹤0.01% | 1211 |
|
|
2019
Q4 | $121K | Sell |
12,085
-662
| -5% | -$6.64K | ﹤0.01% | 1050 |
|
|
2019
Q3 | $127K | Sell |
12,747
-19,317
| -60% | -$192K | ﹤0.01% | 998 |
|
|
2019
Q2 | $322K | Buy |
32,064
+661
| +2% | +$6.49K | 0.01% | 673 |
|
|
2019
Q1 | $305K | Hold |
31,403
| – | – | 0.01% | 634 |
|
|
2018
Q4 | $280K | Buy |
31,403
+3,000
| +11% | +$28.3K | 0.01% | 618 |
|
|
2018
Q3 | $276K | Sell |
28,403
-6,627
| -19% | -$63.9K | 0.01% | 639 |
|
|
2018
Q2 | $339K | Buy |
35,030
+33,955
| +3,159% | +$334K | 0.02% | 537 |
|
|
2018
Q1 | $10K | Buy |
+1,075
| New | +$10.6K | ﹤0.01% | 1586 |
|
Steward Partners Investment Advisory's EHT Position: Q3 2021 in Review
Steward Partners Investment Advisory sold out of Eaton Vance 2021 Target Term Trust (EHT) in Q3 2021, closing a stake of 12,972 shares — an estimated $128K sold.
Steward Partners Investment Advisory first reported a position in EHT in Q1 2018 and held it in 14 quarters. The position peaked at $339K in Q2 2018. 0 funds tracked by Wall St. Rank hold EHT as of Q3 2021.
- Steward Partners Investment Advisory reported no remaining Eaton Vance 2021 Target Term Trust position as of Q3 2021 after selling out during the quarter.
- Steward Partners Investment Advisory sold 12,972 Eaton Vance 2021 Target Term Trust shares in Q3 2021, an estimated $128K.
- Steward Partners Investment Advisory first reported a position in Eaton Vance 2021 Target Term Trust in Q1 2018 and held it in 14 quarters.
- Steward Partners Investment Advisory's Eaton Vance 2021 Target Term Trust position peaked at $339K in Q2 2018.
- 0 funds tracked by Wall St. Rank held Eaton Vance 2021 Target Term Trust as of Q3 2021.
Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.