Wealth Enhancement Advisory Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
14,831
| – | – | ﹤0.01% | 2997 |
|
|
2025
Q1 | $182K | Sell |
14,831
-2,000
| -12% | -$24.5K | ﹤0.01% | 2629 |
|
|
2024
Q4 | $215K | Sell |
16,831
-4,957
| -23% | -$63.4K | ﹤0.01% | 2616 |
|
|
2024
Q3 | $278K | Sell |
21,788
-5,946
| -21% | -$75.8K | ﹤0.01% | 2211 |
|
|
2024
Q2 | $363K | Buy |
27,734
+3,901
| +16% | +$51K | ﹤0.01% | 1845 |
|
|
2024
Q1 | $311K | Buy |
23,833
+50
| +0.2% | +$651 | ﹤0.01% | 1899 |
|
|
2023
Q4 | $301K | Buy |
23,783
+3,052
| +15% | +$38.6K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $251K | Buy |
+20,731
| New | +$251K | ﹤0.01% | 1844 |
|