Wealthspire Advisors (Maryland)’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-163
| Closed | -$9K | – | 2701 |
|
|
2017
Q4 | $9K | Sell |
163
-199
| -55% | -$11K | ﹤0.01% | 1646 |
|
|
2017
Q3 | $18K | Hold |
362
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q2 | $17K | Buy |
362
+173
| +92% | +$8.12K | ﹤0.01% | 1332 |
|
|
2017
Q1 | $8K | Buy |
189
+89
| +89% | +$3.77K | ﹤0.01% | 1423 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1447 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$13K | – | 1898 |
|
|
2015
Q4 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 1126 |
|