Atria Wealth Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
28,984
-15,051
| -34% | -$154K | 0.01% | 1154 |
|
|
2025
Q1 | $439K | Sell |
44,035
-14,316
| -25% | -$143K | 0.01% | 1252 |
|
|
2024
Q4 | $570K | Buy |
58,351
+72
| +0.1% | +$703 | 0.01% | 1193 |
|
|
2024
Q3 | $613K | Buy |
58,279
+10,307
| +21% | +$108K | 0.01% | 1130 |
|
|
2024
Q2 | $467K | Sell |
47,972
-10,451
| -18% | -$102K | 0.01% | 1261 |
|
|
2024
Q1 | $570K | Sell |
58,423
-11,277
| -16% | -$110K | 0.01% | 1198 |
|
|
2023
Q4 | $668K | Buy |
69,700
+21,310
| +44% | +$204K | 0.01% | 1049 |
|
|
2023
Q3 | $437K | Sell |
48,390
-30,782
| -39% | -$278K | 0.01% | 1186 |
|
|
2023
Q2 | $741K | Buy |
79,172
+13,299
| +20% | +$124K | 0.01% | 976 |
|
|
2023
Q1 | $649K | Sell |
65,873
-612
| -0.9% | -$6.03K | 0.01% | 991 |
|
|
2022
Q4 | $624K | Sell |
66,485
-2,635
| -4% | -$24.7K | 0.01% | 971 |
|
|
2022
Q3 | $637K | Buy |
69,120
+24,169
| +54% | +$223K | 0.01% | 899 |
|
|
2022
Q2 | $464K | Sell |
44,951
-9,918
| -18% | -$102K | 0.01% | 978 |
|
|
2022
Q1 | $642K | Buy |
+54,869
| New | +$642K | 0.01% | 929 |
|