Stratos Wealth Partners’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,669
| Closed | -$249K | – | 1183 |
|
|
2020
Q4 | $249K | Buy |
+3,669
| New | +$249K | 0.01% | 919 |
|
|
2018
Q4 | – | Sell |
-4,581
| Closed | -$241K | – | 2812 |
|
|
2018
Q3 | $241K | Buy |
4,581
+57
| +1% | +$3K | 0.01% | 785 |
|
|
2018
Q2 | $236K | Sell |
4,524
-525
| -10% | -$27.4K | 0.01% | 839 |
|
|
2018
Q1 | $281K | Sell |
5,049
-104
| -2% | -$5.79K | 0.01% | 749 |
|
|
2017
Q4 | $291K | Buy |
5,153
+177
| +4% | +$10K | 0.01% | 724 |
|
|
2017
Q3 | $246K | Sell |
4,976
-105
| -2% | -$5.19K | 0.01% | 769 |
|
|
2017
Q2 | $240K | Buy |
5,081
+49
| +1% | +$2.32K | 0.01% | 720 |
|
|
2017
Q1 | $226K | Buy |
+5,032
| New | +$226K | 0.01% | 684 |
|