AE Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
90,115
+6,771
| +8% | +$74.7K | 0.01% | 723 |
|
|
2025
Q1 | $915K | Buy |
83,344
+540
| +0.7% | +$5.93K | 0.01% | 725 |
|
|
2024
Q4 | $904K | Buy |
82,804
+21,876
| +36% | +$239K | 0.01% | 726 |
|
|
2024
Q3 | $681K | Buy |
60,928
+1,418
| +2% | +$15.9K | 0.01% | 803 |
|
|
2024
Q2 | $643K | Buy |
59,510
+1,988
| +3% | +$21.5K | 0.01% | 812 |
|
|
2024
Q1 | $607K | Sell |
57,522
-78
| -0.1% | -$824 | 0.01% | 772 |
|
|
2023
Q4 | $606K | Buy |
57,600
+3,097
| +6% | +$32.6K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $565K | Sell |
54,503
-12
| -0% | -$124 | ﹤0.01% | 1309 |
|
|
2023
Q2 | $535K | Buy |
54,515
+15,747
| +41% | +$154K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $405K | Buy |
38,768
+9,749
| +34% | +$102K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $296K | Sell |
29,019
-4,692
| -14% | -$47.8K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $330K | Sell |
33,711
-4,532
| -12% | -$44.4K | ﹤0.01% | 1430 |
|
|
2022
Q2 | $411K | Sell |
38,243
-31,646
| -45% | -$340K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $808K | Buy |
+69,889
| New | +$808K | 0.01% | 995 |
|