Wimmer Associates 1’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,033
| Closed | -$274K | – | 125 |
|
|
2020
Q4 | $274K | Buy |
+4,033
| New | +$274K | 0.16% | 95 |
|
|
2020
Q3 | – | Sell |
-6,698
| Closed | -$262K | – | 106 |
|
|
2020
Q2 | $262K | Hold |
6,698
| – | – | 0.2% | 91 |
|
|
2020
Q1 | $216K | Hold |
6,698
| – | – | 0.2% | 94 |
|
|
2019
Q4 | $313K | Hold |
6,698
| – | – | 0.25% | 89 |
|
|
2019
Q3 | $301K | Sell |
6,698
-33
| -0.5% | -$1.48K | 0.26% | 85 |
|
|
2019
Q2 | $290K | Hold |
6,731
| – | – | 0.25% | 87 |
|
|
2019
Q1 | $271K | Hold |
6,731
| – | – | 0.24% | 90 |
|
|
2018
Q4 | $237K | Hold |
6,731
| – | – | 0.23% | 95 |
|
|
2018
Q3 | $354K | Hold |
6,731
| – | – | 0.29% | 83 |
|
|
2018
Q2 | $351K | Hold |
6,731
| – | – | 0.31% | 77 |
|
|
2018
Q1 | $375K | Hold |
6,731
| – | – | 0.33% | 80 |
|
|
2017
Q4 | $380K | Hold |
6,731
| – | – | 0.34% | 79 |
|
|
2017
Q3 | $332K | Hold |
6,731
| – | – | 0.31% | 88 |
|
|
2017
Q2 | $319K | Hold |
6,731
| – | – | 0.29% | 91 |
|
|
2017
Q1 | $303K | Hold |
6,731
| – | – | 0.28% | 93 |
|
|
2016
Q4 | $282K | Hold |
6,731
| – | – | 0.26% | 94 |
|
|
2016
Q3 | $263K | Hold |
6,731
| – | – | 0.24% | 97 |
|
|
2016
Q2 | $238K | Buy |
6,731
+1
| +0% | +$35 | 0.21% | 102 |
|
|
2016
Q1 | $226K | Sell |
6,730
-1
| -0% | -$34 | 0.21% | 103 |
|
|
2015
Q4 | $218K | Buy |
+6,731
| New | +$218K | 0.23% | 91 |
|