Venturi Wealth 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
Q1 | – | Sell |
-6,399
| Closed | -$299K | – | 279 |
|
|
2019
Q4 | $299K | Sell |
6,399
-125
| -2% | -$5.84K | 0.04% | 206 |
|
|
2019
Q3 | $293K | Buy |
6,524
+221
| +4% | +$9.93K | 0.04% | 198 |
|
|
2019
Q2 | $272K | Buy |
6,303
+368
| +6% | +$15.9K | 0.04% | 216 |
|
|
2019
Q1 | $245K | Sell |
5,935
-490
| -8% | -$20.2K | 0.03% | 226 |
|
|
2018
Q4 | $219K | Buy |
+6,425
| New | +$219K | 0.04% | 238 |
|