Advocacy Wealth Management Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-300	Closed	-$4K	–	156
2022 Q1	$4K	Buy	+300	New	+$3.62K	﹤0.01%	125
2019 Q3	–	Sell	-1,500	Closed	-$19K	–	156
2019 Q2	$19K	Hold	1,500	–	–	0.01%	101
2019 Q1	$19K	Sell	1,500 -5,822	-80%	-$72.5K	0.02%	83
2018 Q4	$87K	Hold	7,322	–	–	0.07%	22
2018 Q3	$93K	Hold	7,322	–	–	0.06%	25
2018 Q2	$92K	Sell	7,322 -1,000	-12%	-$12.8K	0.06%	21
2018 Q1	$108K	Sell	8,322 -15,747	-65%	-$209K	0.07%	19
2017 Q4	$329K	Sell	24,069 -1,201,875	-98%	-$16.5M	0.23%	14
2017 Q3	$17.2M	Buy	1,225,944 +441,193	+56%	+$6.18M	6.88%	7
2017 Q2	$11.1M	Sell	784,751 -37,717	-5%	-$526K	3.96%	11
2017 Q1	$11.4M	Sell	822,468 -25,893	-3%	-$362K	3.97%	11
2016 Q4	$11.6M	Buy	848,361 +16,521	+2%	+$221K	3.49%	7
2016 Q3	$11.4M	Buy	831,840 +139,923	+20%	+$1.91M	4.42%	7
2016 Q2	$9.3M	Buy	691,917 +148,470	+27%	+$1.97M	4.69%	6
2016 Q1	$7.16M	Buy	543,447 +181,402	+50%	+$2.26M	4.97%	2
2015 Q4	$4.62M	Buy	+362,045	New	+$4.64M	5.22%	3