CFA
EVV
Cahill Financial Advisors’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 | – | Sell |
-12,389
| Closed | -$124K | – | 275 |
|
|
2025
Q1 | $124K | Sell |
12,389
-4,076
| -25% | -$40.7K | 0.02% | 265 |
|
|
2024
Q4 | $161K | Sell |
16,465
-8,715
| -35% | -$85.1K | 0.02% | 259 |
|
|
2024
Q3 | $265K | Sell |
25,180
-3,704
| -13% | -$38.9K | 0.04% | 225 |
|
|
2024
Q2 | $281K | Sell |
28,884
-41,006
| -59% | -$399K | 0.04% | 220 |
|
|
2024
Q1 | $681K | Sell |
69,890
-5,016
| -7% | -$48.9K | 0.09% | 153 |
|
|
2023
Q4 | $718K | Sell |
74,906
-1,239
| -2% | -$11.9K | 0.11% | 139 |
|
|
2023
Q3 | $688K | Sell |
76,145
-2,833
| -4% | -$25.6K | 0.11% | 142 |
|
|
2023
Q2 | $739K | Sell |
78,978
-2,134
| -3% | -$20K | 0.12% | 133 |
|
|
2023
Q1 | $799K | Buy |
81,112
+634
| +0.8% | +$6.25K | 0.14% | 128 |
|
|
2022
Q4 | $756K | Buy |
80,478
+12,149
| +18% | +$114K | 0.15% | 131 |
|
|
2022
Q3 | $629K | Sell |
68,329
-1,036
| -1% | -$9.54K | 0.13% | 137 |
|
|
2022
Q2 | $717K | Sell |
69,365
-30
| -0% | -$310 | 0.15% | 127 |
|
|
2022
Q1 | $812K | Buy |
69,395
+851
| +1% | +$9.96K | 0.15% | 128 |
|
|
2021
Q4 | $898K | Sell |
68,544
-294
| -0.4% | -$3.85K | 0.17% | 116 |
|
|
2021
Q3 | $907K | Buy |
68,838
+961
| +1% | +$12.7K | 0.19% | 113 |
|
|
2021
Q2 | $900K | Buy |
67,877
+1,170
| +2% | +$15.5K | 0.2% | 103 |
|
|
2021
Q1 | $843K | Buy |
66,707
+4,196
| +7% | +$53K | 0.21% | 101 |
|
|
2020
Q4 | $783K | Buy |
62,511
+277
| +0.4% | +$3.47K | 0.2% | 101 |
|
|
2020
Q3 | $704K | Buy |
62,234
+186
| +0.3% | +$2.1K | 0.25% | 89 |
|
|
2020
Q2 | $700K | Buy |
62,048
+728
| +1% | +$8.21K | 0.27% | 84 |
|
|
2020
Q1 | $649K | Sell |
61,320
-464
| -0.8% | -$4.91K | 0.3% | 83 |
|
|
2019
Q4 | $819K | Sell |
61,784
-2,398
| -4% | -$31.8K | 0.3% | 83 |
|
|
2019
Q3 | $803K | Buy |
64,182
+86
| +0.1% | +$1.08K | 0.31% | 82 |
|
|
2019
Q2 | $811K | Buy |
64,096
+74
| +0.1% | +$936 | 0.32% | 80 |
|
|
2019
Q1 | $810K | Buy |
64,022
+442
| +0.7% | +$5.59K | 0.34% | 80 |
|
|
2018
Q4 | $758K | Sell |
63,580
-2,398
| -4% | -$28.6K | 0.38% | 72 |
|
|
2018
Q3 | $837K | Sell |
65,978
-1,014
| -2% | -$12.9K | 0.37% | 71 |
|
|
2018
Q2 | $843K | Buy |
66,992
+10,460
| +19% | +$132K | 0.39% | 67 |
|
|
2018
Q1 | $737K | Buy |
+56,532
| New | +$737K | 0.35% | 77 |
|