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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,492	Closed	-$57.7K	–	2492
2024 Q3	$57.7K	Buy	+5,492	New	+$55.2K	﹤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%	-$8.61K	﹤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%	+$8.71K	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%	-$7.15K	0.01%	195
2014 Q3	$26K	Sell	1,750 -750	-30%	-$11.3K	0.02%	175
2014 Q2	$39K	Hold	2,500	–	–	0.03%	149
2014 Q1	$38K	Buy	+2,500	New	+$38.2K	0.03%	147