BTWM
EVV
Baker Tilly 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
Q3 | – | Sell |
-15,600
| Closed | -$152K | – | 250 |
|
|
2024
Q2 | $152K | Hold |
15,600
| – | – | 0.06% | 275 |
|
|
2024
Q1 | $152K | Hold |
15,600
| – | – | 0.03% | 409 |
|
|
2023
Q4 | $149K | Hold |
15,600
| – | – | 0.02% | 458 |
|
|
2023
Q3 | $141K | Hold |
15,600
| – | – | 0.02% | 447 |
|
|
2023
Q2 | $146K | Sell |
15,600
-314
| -2% | -$2.94K | 0.02% | 530 |
|
|
2023
Q1 | $157K | Buy |
15,914
+314
| +2% | +$3.09K | 0.02% | 527 |
|
|
2022
Q4 | $146K | Hold |
15,600
| – | – | 0.02% | 514 |
|
|
2022
Q3 | $144K | Hold |
15,600
| – | – | 0.02% | 488 |
|
|
2022
Q2 | $161K | Hold |
15,600
| – | – | 0.02% | 476 |
|
|
2022
Q1 | $183K | Sell |
15,600
-10,000
| -39% | -$117K | 0.02% | 503 |
|
|
2021
Q4 | $335K | Hold |
25,600
| – | – | 0.04% | 416 |
|
|
2021
Q3 | $337K | Hold |
25,600
| – | – | 0.04% | 395 |
|
|
2021
Q2 | $339K | Hold |
25,600
| – | – | 0.05% | 369 |
|
|
2021
Q1 | $323K | Hold |
25,600
| – | – | 0.07% | 340 |
|
|
2020
Q4 | $321K | Buy |
+25,600
| New | +$321K | 0.1% | 225 |
|