Waverly Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-25,070
| Closed | -$323K | – | 988 |
|
2024
Q3 | $323K | Hold |
25,070
| – | – | 0.01% | 668 |
|
2024
Q2 | $336K | Hold |
25,070
| – | – | 0.01% | 639 |
|
2024
Q1 | $334K | Hold |
25,070
| – | – | 0.01% | 546 |
|
2023
Q4 | $315K | Hold |
25,070
| – | – | 0.01% | 352 |
|
2023
Q3 | $309K | Hold |
25,070
| – | – | 0.01% | 318 |
|
2023
Q2 | $293K | Buy |
25,070
+4,000
| +19% | +$46.7K | 0.01% | 302 |
|
2023
Q1 | $243K | Buy |
+21,070
| New | +$243K | 0.01% | 262 |
|