Bogart Wealth LLC’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Hold |
1,500
| – | – | ﹤0.01% | 687 |
|
|
2025
Q1 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 650 |
|
|
2024
Q4 | $14.7K | Hold |
1,500
| – | – | ﹤0.01% | 643 |
|
|
2024
Q3 | $15.8K | Hold |
1,500
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $14.6K | Hold |
1,500
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $14.6K | Hold |
1,500
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $14.4K | Buy |
+1,500
| New | +$14.4K | ﹤0.01% | 562 |
|
|
2021
Q1 | – | Sell |
-1,582
| Closed | -$19K | – | 652 |
|
|
2020
Q4 | $19K | Hold |
1,582
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $17K | Hold |
1,582
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $18K | Hold |
1,582
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $17K | Hold |
1,582
| – | – | ﹤0.01% | 225 |
|
|
2019
Q4 | $21K | Hold |
1,582
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $20K | Hold |
1,582
| – | – | 0.01% | 212 |
|
|
2019
Q2 | $20K | Hold |
1,582
| – | – | 0.01% | 195 |
|
|
2019
Q1 | $20K | Hold |
1,582
| – | – | 0.01% | 204 |
|
|
2018
Q4 | $18K | Hold |
1,582
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $20K | Hold |
1,582
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $19K | Hold |
1,582
| – | – | 0.01% | 206 |
|
|
2018
Q1 | $21K | Hold |
1,582
| – | – | 0.01% | 193 |
|
|
2017
Q4 | $22K | Hold |
1,582
| – | – | 0.01% | 190 |
|
|
2017
Q3 | $22K | Buy |
+1,582
| New | +$22K | 0.02% | 189 |
|