Barrett & Company’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Hold |
3,000
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $32.9K | Hold |
3,000
| – | – | 0.01% | 319 |
|
|
2024
Q4 | $32.8K | Hold |
3,000
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $33.5K | Hold |
3,000
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $32.4K | Hold |
3,000
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $31.7K | Hold |
3,000
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $31.1K | Hold |
3,000
| – | – | 0.02% | 294 |
|
|
2023
Q3 | $31.1K | Sell |
3,000
-1,000
| -25% | -$10.4K | 0.02% | 294 |
|
|
2023
Q2 | $39.2K | Hold |
4,000
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $41.8K | Hold |
4,000
| – | – | 0.03% | 257 |
|
|
2022
Q4 | $40.8K | Hold |
4,000
| – | – | 0.03% | 245 |
|
|
2022
Q3 | $40.8K | Buy |
+4,000
| New | +$40.8K | 0.03% | 245 |
|