Wealth Enhancement Advisory Services
EFR

Wealth Enhancement Advisory Services’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$180K Hold
2025
Q1 		$182K Sell
2024
Q4 		$215K Sell
2024
Q3 		$278K Sell
2024
Q2 		$363K Buy
2024
Q1 		$311K Buy
2023
Q4 		$301K Buy
2023
Q3 		$251K Buy