Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41.3K | Buy |
4,374
+9
| +0.2% | +$88 | ﹤0.01% | 2470 |
|
|
2025
Q4 | $43.3K | Buy |
4,365
+9
| +0.2% | +$90 | ﹤0.01% | 2296 |
|
|
2025
Q3 | $44.2K | Buy |
4,356
+8
| +0.2% | +$82 | ﹤0.01% | 2184 |
|
|
2025
Q2 | $44.6K | Buy |
4,348
+1,406
| +48% | +$13.9K | ﹤0.01% | 2017 |
|
|
2025
Q1 | $28.7K | Sell |
2,942
-17
| -0.6% | -$172 | ﹤0.01% | 1857 |
|
|
2024
Q4 | $30K | Buy |
2,959
+12
| +0.4% | +$123 | ﹤0.01% | 1845 |
|
|
2024
Q3 | $31K | Buy |
2,947
+6
| +0.2% | +$60 | ﹤0.01% | 1641 |
|
|
2024
Q2 | $28.4K | Buy |
2,941
+12
| +0.4% | +$116 | ﹤0.01% | 1656 |
|
|
2024
Q1 | $28.6K | Buy |
2,929
+679
| +30% | +$6.63K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $21.6K | Sell |
2,250
-1,100
| -33% | -$10K | ﹤0.01% | 1601 |
|
|
2023
Q3 | $30.3K | Hold |
3,350
| – | – | ﹤0.01% | 1307 |
|
|
2023
Q2 | $31.4K | Hold |
3,350
| – | – | ﹤0.01% | 1303 |
|
|
2023
Q1 | $33K | Hold |
3,350
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q4 | $31.5K | Hold |
3,350
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $31K | Buy |
3,350
+130
| +4% | +$1.36K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $33K | Hold |
3,220
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q1 | $38K | Hold |
3,220
| – | – | ﹤0.01% | 990 |
|
|
2021
Q4 | $42K | Hold |
3,220
| – | – | ﹤0.01% | 890 |
|
|
2021
Q3 | $42K | Hold |
3,220
| – | – | ﹤0.01% | 821 |
|
|
2021
Q2 | $43K | Buy |
3,220
+970
| +43% | +$12.5K | ﹤0.01% | 657 |
|
|
2021
Q1 | $28K | Buy |
+2,250
| New | +$28.3K | ﹤0.01% | 701 |
|
|
2020
Q2 | – | Sell |
-2,250
| Closed | -$24K | – | 1235 |
|
|
2020
Q1 | $24K | Buy |
+2,250
| New | +$27.9K | ﹤0.01% | 528 |
|
|
2017
Q2 | – | Sell |
-258
| Closed | -$4K | – | 764 |
|
|
2017
Q1 | $4K | Buy |
+258
| New | +$3.61K | ﹤0.01% | 557 |
|
Other funds holding EVV
SIA
GC
CPIG
