WFG Advisors’s EATON VANCE FLOATING-RATE INCOME PLUS FUND EFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$14K | – | 1719 |
|
|
2015
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1003 |
|
|
2015
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 984 |
|
|
2015
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1049 |
|
|
2015
Q1 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1037 |
|
|
2014
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1307 |
|
|
2014
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1333 |
|
|
2014
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1312 |
|
|
2014
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1286 |
|
|
2013
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1389 |
|
|
2013
Q3 | $18K | Buy |
+1,000
| New | +$18K | ﹤0.01% | 1321 |
|