Triad Investment Management’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-73,469
| Closed | -$2.8M | – | 56 |
|
|
2020
Q3 | $2.8M | Sell |
73,469
-3,442
| -4% | -$131K | 3.97% | 7 |
|
|
2020
Q2 | $2.97M | Sell |
76,911
-1,001
| -1% | -$38.6K | 4.02% | 6 |
|
|
2020
Q1 | $2.51M | Sell |
77,912
-2,632
| -3% | -$84.9K | 4.37% | 6 |
|
|
2019
Q4 | $3.76M | Sell |
80,544
-525
| -0.6% | -$24.5K | 3.64% | 8 |
|
|
2019
Q3 | $3.64M | Sell |
81,069
-3,941
| -5% | -$177K | 3.96% | 7 |
|
|
2019
Q2 | $3.67M | Sell |
85,010
-2,223
| -3% | -$95.9K | 3.79% | 9 |
|
|
2019
Q1 | $3.52M | Buy |
87,233
+41,641
| +91% | +$1.68M | 3.58% | 9 |
|
|
2018
Q4 | $1.6M | Buy |
+45,592
| New | +$1.6M | 2.1% | 25 |
|