Apollon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,254
| Closed | -$199K | – | 767 |
|
|
2022
Q1 | $199K | Hold |
17,254
| – | – | 0.01% | 695 |
|
|
2021
Q4 | $229K | Buy |
17,254
+1,482
| +9% | +$19.7K | 0.02% | 661 |
|
|
2021
Q3 | $210K | Buy |
15,772
+4,417
| +39% | +$58.8K | 0.03% | 426 |
|
|
2021
Q2 | $151K | Hold |
11,355
| – | – | 0.03% | 355 |
|
|
2021
Q1 | $149K | Buy |
+11,355
| New | +$149K | 0.03% | 331 |
|