Baker Tilly 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 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%	-$2.92K	0.02%	530
2023 Q1	$157K	Buy	15,914 +314	+2%	+$3.15K	0.02%	527
2022 Q4	$146K	Hold	15,600	–	–	0.02%	515
2022 Q3	$144K	Hold	15,600	–	–	0.02%	489
2022 Q2	$161K	Hold	15,600	–	–	0.02%	476
2022 Q1	$183K	Sell	15,600 -10,000	-39%	-$121K	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	+$308K	0.1%	225