SW
EFR
SVB Wealth’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,648
| Closed | -$48K | – | 780 |
|
|
2022
Q1 | $48K | Hold |
3,648
| – | – | ﹤0.01% | 745 |
|
|
2021
Q4 | $53K | Hold |
3,648
| – | – | ﹤0.01% | 761 |
|
|
2021
Q3 | $53K | Hold |
3,648
| – | – | ﹤0.01% | 956 |
|
|
2021
Q2 | $51K | Hold |
3,648
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $50K | Hold |
3,648
| – | – | ﹤0.01% | 880 |
|
|
2020
Q4 | $46K | Sell |
3,648
-4,733
| -56% | -$59.7K | ﹤0.01% | 817 |
|
|
2020
Q3 | $97K | Buy |
8,381
+7,131
| +570% | +$82.5K | ﹤0.01% | 677 |
|
|
2020
Q2 | $14K | Buy |
+1,250
| New | +$14K | ﹤0.01% | 607 |
|