Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Eaton Vance Senior Floating-Rate Trust | 11,146.12 | reported | 31 Oct 2025 | tx 3+11,146.12 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 10,624.18 | reported | 31 Oct 2025 | tx 2+10,624.18 |
| EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND | 10,523.74 | reported | 31 Oct 2025 | tx 2+10,523.74 |
| Eaton Vance Floating-Rate Income Trust | 10,300 | reported | 01 Dec 2022 | tx 1+10,300 |
| EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND | 8,455.7 | reported | 31 Oct 2025 | tx 2+8,455.7 |
| Eaton Vance Senior Income Trust | 7,941.14 | reported | 30 Jun 2025 | tx 4+22,941.14−15,000 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 6,267.23 | reported | 31 Oct 2025 | tx 5+8,267.23−2,000 |
| Eaton Vance Enhanced Equity Income Fund | 3,770.51 | reported | 29 Sept 2025 | tx 8+3,770.5 |
| Eaton Vance Ltd Duration Income Fund | 0 | reported | 01 Dec 2022 | tx 2+8,000−8,000 |
2 purchases reported after at least 12 months of silence — most recent on 20 Feb 2025.