B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $211 | Buy |
20,472
+2,518
| +14% | +$26 | ﹤0.01% | 641 |
|
|
2022
Q1 | $210K | Sell |
17,954
-17
| -0.1% | -$199 | 0.02% | 548 |
|
|
2021
Q4 | $235K | Buy |
17,971
+500
| +3% | +$6.54K | 0.02% | 535 |
|
|
2021
Q3 | $230K | Buy |
17,471
+501
| +3% | +$6.6K | 0.02% | 525 |
|
|
2021
Q2 | $225K | Buy |
16,970
+2,016
| +13% | +$26.7K | 0.02% | 362 |
|
|
2021
Q1 | $189K | Buy |
14,954
+1,000
| +7% | +$12.6K | 0.02% | 384 |
|
|
2020
Q4 | $175K | Buy |
+13,954
| New | +$175K | 0.02% | 341 |
|
|
2015
Q3 | – | Sell |
-175
| Closed | -$2K | – | 324 |
|
|
2015
Q2 | $2K | Hold |
175
| – | – | ﹤0.01% | 961 |
|
|
2015
Q1 | $2K | Hold |
175
| – | – | ﹤0.01% | 965 |
|
|
2014
Q4 | $2K | Sell |
175
-525
| -75% | -$6K | ﹤0.01% | 939 |
|
|
2014
Q3 | $10K | Hold |
700
| – | – | 0.01% | 762 |
|
|
2014
Q2 | $10K | Hold |
700
| – | – | 0.01% | 814 |
|
|
2014
Q1 | $11K | Buy |
+700
| New | +$11K | 0.01% | 737 |
|