Atria Wealth Solutions’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	–	Sell	-15,275	Closed	-$168K	–	1588
2025 Q1	$168K	Hold	15,275	–	–	﹤0.01%	1748
2024 Q4	$167K	Hold	15,275	–	–	﹤0.01%	1859
2024 Q3	$171K	Hold	15,275	–	–	﹤0.01%	1815
2024 Q2	$165K	Hold	15,275	–	–	﹤0.01%	1812
2024 Q1	$161K	Sell	15,275 -3,700	-19%	-$39.2K	﹤0.01%	1853
2023 Q4	$197K	Hold	18,975	–	–	﹤0.01%	1786
2023 Q3	$197K	Hold	18,975	–	–	﹤0.01%	1708
2023 Q2	$186K	Hold	18,975	–	–	﹤0.01%	1717
2023 Q1	$198K	Buy	18,975 +8,700	+85%	+$91.3K	﹤0.01%	1682
2022 Q4	$105K	Hold	10,275	–	–	﹤0.01%	1697
2022 Q3	$101K	Buy	+10,275	New	+$112K	﹤0.01%	1637