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	23,125 +875	+4%	+$8.13K	0.02%	225
2023 Q1	$219K	Buy	22,250 +126	+0.6%	+$1.26K	0.02%	226
2022 Q4	$208K	Buy	22,124 +1,200	+6%	+$11.6K	0.02%	231
2022 Q3	$193K	Sell	20,924 -296	-1%	-$3.1K	0.02%	232
2022 Q2	$219K	Sell	21,220 -573	-3%	-$6.13K	0.03%	237
2022 Q1	$255K	Sell	21,793 -9,959	-31%	-$120K	0.03%	228
2021 Q4	$416K	Sell	31,752 -637	-2%	-$8.38K	0.04%	203
2021 Q3	$427K	Buy	32,389 +2,768	+9%	+$36.7K	0.05%	193
2021 Q2	$393K	Sell	29,621 -11,537	-28%	-$149K	0.05%	193
2021 Q1	$520K	Sell	41,158 -46,277	-53%	-$582K	0.07%	165
2020 Q4	$1.1M	Sell	87,435 -18,192	-17%	-$219K	0.15%	106
2020 Q3	$1.2M	Buy	105,627 +30,691	+41%	+$355K	0.19%	93
2020 Q2	$845K	Sell	74,936 -107	-0.1%	-$1.17K	0.14%	108
2020 Q1	$793K	Buy	75,043 +19,516	+35%	+$242K	0.16%	103
2019 Q4	$736K	Buy	55,527 +10,511	+23%	+$135K	0.13%	118
2019 Q3	$563K	Buy	45,016 +23,051	+105%	+$290K	0.11%	123
2019 Q2	$278K	Buy	21,965 +795	+4%	+$10K	0.06%	178
2019 Q1	$268K	Buy	21,170 +220	+1%	+$2.74K	0.05%	174
2018 Q4	$250K	Buy	20,950 +166	+0.8%	+$2.02K	0.06%	158
2018 Q3	$264K	Buy	20,784 +1,216	+6%	+$15.4K	0.06%	172
2018 Q2	$246K	Buy	+19,568	New	+$251K	0.06%	181