Wagner Wealth Management’s Eaton Vance Floating-Rate Income Trust EFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,533
| Closed | -$23K | – | 340 |
|
2021
Q4 | $23K | Hold |
1,533
| – | – | 0.02% | 379 |
|
2021
Q3 | $23K | Hold |
1,533
| – | – | 0.02% | 353 |
|
2021
Q2 | $22K | Hold |
1,533
| – | – | 0.02% | 370 |
|
2021
Q1 | $22K | Buy |
+1,533
| New | +$22K | 0.02% | 344 |
|
2018
Q3 | $92K | Buy |
6,292
+2,000
| +47% | +$29.2K | 0.06% | 200 |
|
2018
Q2 | $62K | Buy |
+4,292
| New | +$62K | 0.04% | 217 |
|
2018
Q1 | – | Sell |
-4,292
| Closed | -$61K | – | 677 |
|
2017
Q4 | $61K | Buy |
+4,292
| New | +$61K | 0.05% | 204 |
|