WLPWM
EFR

Walled Lake Planning & Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15
Closed – – 328
2020
Q4 		$0 Sell
15
-14
-48% – ﹤0.01% 326
2020
Q3 		$0 Hold
29
– – ﹤0.01% 347
2020
Q2 		$0 Buy
29
+1
+4% – ﹤0.01% 344
2020
Q1 		$0 Buy
+28
New – ﹤0.01% 333