Bartlett & Co 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
2026 Q1	–	Sell	-255	Closed	-$2.53K	–	1310
2025 Q4	$2.53K	Hold	255	–	–	﹤0.01%	1107
2025 Q3	$2.59K	Hold	255	–	–	﹤0.01%	1082
2025 Q2	$2.62K	Hold	255	–	–	﹤0.01%	1071
2025 Q1	$2.54K	Hold	255	–	–	﹤0.01%	1048
2024 Q4	$2.49K	Hold	255	–	–	﹤0.01%	1025
2024 Q3	$2.68K	Hold	255	–	–	﹤0.01%	1020
2024 Q2	$2.48K	Hold	255	–	–	﹤0.01%	1042
2024 Q1	$2.49K	Hold	255	–	–	﹤0.01%	1026
2023 Q4	$2.47K	Hold	255	–	–	﹤0.01%	1139
2023 Q3	$2.31K	Hold	255	–	–	﹤0.01%	1062
2023 Q2	$2.39K	Hold	255	–	–	﹤0.01%	1053
2023 Q1	$2.51K	Hold	255	–	–	﹤0.01%	963
2022 Q4	$2.39K	Hold	255	–	–	﹤0.01%	999
2022 Q3	$2.35K	Hold	255	–	–	﹤0.01%	1033
2022 Q2	$2.63K	Hold	255	–	–	﹤0.01%	1141
2022 Q1	$2.98K	Buy	+255	New	+$3.08K	﹤0.01%	975
2021 Q4	–	Sell	-255	Closed	-$3.36K	–	544
2021 Q3	$3.36K	Hold	255	–	–	﹤0.01%	814
2021 Q2	$3.38K	Hold	255	–	–	﹤0.01%	798
2021 Q1	$3.22K	Hold	255	–	–	﹤0.01%	831
2020 Q4	$3.19K	Hold	255	–	–	﹤0.01%	850
2020 Q3	$2.88K	Hold	255	–	–	﹤0.01%	769
2020 Q2	$2.87K	Hold	255	–	–	﹤0.01%	768
2020 Q1	$2.69K	Buy	+255	New	+$3.16K	﹤0.01%	763