Valeo Financial 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 |
-143
| Closed | -$10K | – | 2165 |
|
|
2020
Q4 | $10K | Hold |
143
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $5K | Hold |
143
| – | – | ﹤0.01% | 1235 |
|
|
2020
Q2 | $6K | Buy |
143
+82
| +134% | +$3.44K | ﹤0.01% | 1412 |
|
|
2020
Q1 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 1551 |
|
|
2018
Q2 | – | Sell |
-185
| Closed | -$10K | – | 1800 |
|
|
2018
Q1 | $10K | Buy |
+185
| New | +$10K | ﹤0.01% | 935 |
|