AWM
EVV

Avior Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,492
Closed -$57.7K 2492
2024
Q3
$57.7K Buy
+5,492
New +$57.7K ﹤0.01% 1068
2021
Q3
Sell
-1,250
Closed -$16K 1090
2021
Q2
$16K Hold
1,250
﹤0.01% 674
2021
Q1
$15K Hold
1,250
﹤0.01% 690
2020
Q4
$15K Hold
1,250
﹤0.01% 652
2020
Q3
$14K Hold
1,250
﹤0.01% 646
2020
Q2
$14K Hold
1,250
﹤0.01% 622
2020
Q1
$13K Hold
1,250
﹤0.01% 549
2019
Q4
$16K Hold
1,250
﹤0.01% 546
2019
Q3
$15K Hold
1,250
﹤0.01% 546
2019
Q2
$16K Hold
1,250
﹤0.01% 551
2019
Q1
$15K Hold
1,250
﹤0.01% 508
2018
Q4
$14K Hold
1,250
﹤0.01% 552
2018
Q3
$16K Hold
1,250
﹤0.01% 549
2018
Q2
$16K Hold
1,250
﹤0.01% 559
2018
Q1
$16K Sell
1,250
-650
-34% -$8.32K ﹤0.01% 555
2017
Q4
$26K Hold
1,900
0.01% 526
2017
Q3
$27K Hold
1,900
0.01% 258
2017
Q2
$27K Hold
1,900
0.01% 235
2017
Q1
$26K Hold
1,900
0.01% 277
2016
Q4
$26K Buy
1,900
+650
+52% +$8.9K 0.01% 264
2016
Q3
$17K Hold
1,250
0.01% 306
2016
Q2
$17K Hold
1,250
0.01% 295
2016
Q1
$16K Hold
1,250
0.01% 306
2015
Q4
$16K Hold
1,250
0.01% 269
2015
Q3
$16K Hold
1,250
0.01% 246
2015
Q2
$17K Hold
1,250
0.01% 218
2015
Q1
$18K Hold
1,250
0.01% 202
2014
Q4
$18K Sell
1,250
-500
-29% -$7.2K 0.01% 195
2014
Q3
$26K Sell
1,750
-750
-30% -$11.1K 0.02% 175
2014
Q2
$39K Hold
2,500
0.03% 149
2014
Q1
$38K Buy
+2,500
New +$38K 0.03% 147