Tiedemann Advisors’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 |
-8,923
| Closed | -$606K | – | 355 |
|
|
2020
Q4 | $606K | Buy |
+8,923
| New | +$606K | 0.03% | 190 |
|
|
2019
Q2 | – | Sell |
-6,150
| Closed | -$248K | – | 442 |
|
|
2019
Q1 | $248K | Buy |
+6,150
| New | +$248K | 0.01% | 383 |
|
|
2017
Q3 | – | Sell |
-4,761
| Closed | -$225K | – | 472 |
|
|
2017
Q2 | $225K | Hold |
4,761
| – | – | 0.02% | 403 |
|
|
2017
Q1 | $214K | Buy |
+4,761
| New | +$214K | 0.02% | 363 |
|