CWM
EVV
Cadence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,832
| Closed | -$118K | – | 27 |
|
|
2022
Q3 | $118K | Sell |
12,832
-10,017
| -44% | -$92.1K | 0.11% | 26 |
|
|
2022
Q2 | $236K | Sell |
22,849
-2,919
| -11% | -$30.1K | 0.24% | 25 |
|
|
2022
Q1 | $301K | Sell |
25,768
-1,516
| -6% | -$17.7K | 0.23% | 28 |
|
|
2021
Q4 | $357K | Sell |
27,284
-1,750
| -6% | -$22.9K | 0.39% | 21 |
|
|
2021
Q3 | $383K | Sell |
29,034
-6,254
| -18% | -$82.5K | 0.43% | 21 |
|
|
2021
Q2 | $468K | Sell |
35,288
-9,535
| -21% | -$126K | 0.4% | 23 |
|
|
2021
Q1 | $566K | Buy |
+44,823
| New | +$566K | 0.51% | 19 |
|