Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-568
| Closed | -$22K | – | 462 |
|
|
2015
Q2 | $22K | Sell |
568
-830
| -59% | -$32.1K | 0.01% | 212 |
|
|
2015
Q1 | $58K | Hold |
1,398
| – | – | 0.03% | 112 |
|
|
2014
Q4 | $57K | Buy |
1,398
+292
| +26% | +$11.9K | 0.03% | 107 |
|
|
2014
Q3 | $42K | Hold |
1,106
| – | – | 0.02% | 243 |
|
|
2014
Q2 | $42K | Buy |
+1,106
| New | +$42K | 0.02% | 256 |
|