AE Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $904K | Buy |
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|
2024
Q3 | $681K | Buy |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $808K | Buy |
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