Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,754
| Closed | -$122K | – | 587 |
|
|
2022
Q3 | $122K | Sell |
10,754
-8,500
| -44% | -$96.4K | ﹤0.01% | 493 |
|
|
2022
Q2 | $227K | Sell |
19,254
-25,000
| -56% | -$295K | ﹤0.01% | 455 |
|
|
2022
Q1 | $585K | Sell |
44,254
-18,500
| -29% | -$245K | 0.01% | 249 |
|
|
2021
Q4 | $946K | Buy |
62,754
+4,242
| +7% | +$63.9K | 0.02% | 234 |
|
|
2021
Q3 | $853K | Hold |
58,512
| – | – | 0.02% | 275 |
|
|
2021
Q2 | $842K | Buy |
58,512
+16,312
| +39% | +$235K | 0.02% | 179 |
|
|
2021
Q1 | $595K | Buy |
+42,200
| New | +$595K | 0.01% | 352 |
|
|
2020
Q2 | – | Sell |
-37,765
| Closed | -$387K | – | 343 |
|
|
2020
Q1 | $387K | Buy |
+37,765
| New | +$387K | 0.02% | 333 |
|