BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Buy |
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2023
Q1 | $219K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $193K | Sell |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $393K | Sell |
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|
2021
Q1 | $520K | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $845K | Sell |
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|
2020
Q1 | $793K | Buy |
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|
2019
Q4 | $736K | Buy |
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|
2019
Q3 | $563K | Buy |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $268K | Buy |
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|
2018
Q4 | $250K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $246K | Buy |
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