Atria Wealth Solutions’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 | – | Sell |
-15,275
| Closed | -$168K | – | 1585 |
|
|
2025
Q1 | $168K | Hold |
15,275
| – | – | ﹤0.01% | 1739 |
|
|
2024
Q4 | $167K | Hold |
15,275
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q3 | $171K | Hold |
15,275
| – | – | ﹤0.01% | 1797 |
|
|
2024
Q2 | $165K | Hold |
15,275
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q1 | $161K | Sell |
15,275
-3,700
| -19% | -$39.1K | ﹤0.01% | 1839 |
|
|
2023
Q4 | $197K | Hold |
18,975
| – | – | ﹤0.01% | 1774 |
|
|
2023
Q3 | $197K | Hold |
18,975
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q2 | $186K | Hold |
18,975
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q1 | $198K | Buy |
18,975
+8,700
| +85% | +$90.9K | ﹤0.01% | 1673 |
|
|
2022
Q4 | $105K | Hold |
10,275
| – | – | ﹤0.01% | 1688 |
|
|
2022
Q3 | $101K | Buy |
+10,275
| New | +$101K | ﹤0.01% | 1628 |
|