THWM
EV
Taylor Hoffman Wealth Management’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,142
| Closed | -$746K | – | 399 |
|
|
2020
Q1 | $746K | Sell |
23,142
-5,457
| -19% | -$176K | 0.72% | 55 |
|
|
2019
Q4 | $1.34M | Buy |
28,599
+1,217
| +4% | +$56.8K | 0.86% | 38 |
|
|
2019
Q3 | $1.23M | Buy |
27,382
+2,807
| +11% | +$126K | 0.87% | 37 |
|
|
2019
Q2 | $1.06M | Buy |
24,575
+3,099
| +14% | +$134K | 0.85% | 38 |
|
|
2019
Q1 | $866K | Buy |
+21,476
| New | +$866K | 0.64% | 50 |
|