BCWM
EVV

Bartlett & Co 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
2025
Q2
$2.62K Hold
255
﹤0.01% 1071
2025
Q1
$2.55K 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 +$2.98K ﹤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
$3.2K 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
$2.7K Buy
+255
New +$2.7K ﹤0.01% 763