WWM
EFR

WT Wealth Management’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

WT Wealth Management’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,810
Closed -$173K – 70
2019
Q4 		$173K Buy
12,810
+535
+4% +$7.23K 0.13% 90
2019
Q3 		$160K Buy
+12,275
New +$160K 0.14% 83