WFG Advisors’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $111K | Buy |
2,337
+14
| +0.6% | +$665 | 0.03% | 507 |
|
2017
Q1 | $104K | Sell |
2,323
-152
| -6% | -$6.81K | 0.03% | 472 |
|
2016
Q4 | $104K | Buy |
2,475
+17
| +0.7% | +$714 | 0.03% | 516 |
|
2016
Q3 | $96K | Buy |
2,458
+15
| +0.6% | +$586 | 0.02% | 535 |
|
2016
Q2 | $86K | Buy |
2,443
+17
| +0.7% | +$598 | 0.02% | 538 |
|
2016
Q1 | $81K | Buy |
2,426
+67
| +3% | +$2.24K | 0.02% | 532 |
|
2015
Q4 | $77K | Sell |
2,359
-123
| -5% | -$4.02K | 0.02% | 541 |
|
2015
Q3 | $83K | Sell |
2,482
-263
| -10% | -$8.8K | 0.03% | 498 |
|
2015
Q2 | $107K | Buy |
2,745
+17
| +0.6% | +$663 | 0.03% | 514 |
|
2015
Q1 | $114K | Buy |
2,728
+275
| +11% | +$11.5K | 0.03% | 493 |
|
2014
Q4 | $100K | Sell |
2,453
-402
| -14% | -$16.4K | 0.02% | 640 |
|
2014
Q3 | $108K | Buy |
2,855
+631
| +28% | +$23.9K | 0.02% | 637 |
|
2014
Q2 | $84K | Sell |
2,224
-99
| -4% | -$3.74K | 0.02% | 718 |
|
2014
Q1 | $89K | Buy |
2,323
+550
| +31% | +$21.1K | 0.02% | 685 |
|
2013
Q4 | $76K | Buy |
1,773
+949
| +115% | +$40.7K | 0.01% | 853 |
|
2013
Q3 | $32K | Buy |
824
+54
| +7% | +$2.1K | 0.01% | 1092 |
|
2013
Q2 | $29K | Buy |
+770
| New | +$29K | ﹤0.01% | 1084 |
|