Stratos Wealth Partners’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $123K | Sell |
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|
2023
Q2 | $125K | Sell |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $277K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $210K | Hold |
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|
2020
Q1 | $183K | Hold |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $235K | Hold |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $261K | Buy |
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|
2017
Q3 | $257K | Buy |
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|
2017
Q2 | $237K | Buy |
|