Cahill Financial Advisors’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
2025 Q2	–	Sell	-12,389	Closed	-$124K	–	275
2025 Q1	$124K	Sell	12,389 -4,076	-25%	-$41.2K	0.02%	265
2024 Q4	$161K	Sell	16,465 -8,715	-35%	-$89K	0.02%	259
2024 Q3	$265K	Sell	25,180 -3,704	-13%	-$37.2K	0.04%	225
2024 Q2	$281K	Sell	28,884 -41,006	-59%	-$396K	0.04%	220
2024 Q1	$681K	Sell	69,890 -5,016	-7%	-$49K	0.09%	153
2023 Q4	$718K	Sell	74,906 -1,239	-2%	-$11.3K	0.11%	139
2023 Q3	$688K	Sell	76,145 -2,833	-4%	-$26.3K	0.11%	142
2023 Q2	$739K	Sell	78,978 -2,134	-3%	-$19.8K	0.12%	133
2023 Q1	$799K	Buy	81,112 +634	+0.8%	+$6.37K	0.14%	128
2022 Q4	$756K	Buy	80,478 +12,149	+18%	+$117K	0.15%	131
2022 Q3	$629K	Sell	68,329 -1,036	-1%	-$10.8K	0.13%	137
2022 Q2	$717K	Sell	69,365 -30	-0%	-$321	0.15%	127
2022 Q1	$812K	Buy	69,395 +851	+1%	+$10.3K	0.15%	128
2021 Q4	$898K	Sell	68,544 -294	-0.4%	-$3.87K	0.17%	116
2021 Q3	$907K	Buy	68,838 +961	+1%	+$12.8K	0.19%	113
2021 Q2	$900K	Buy	67,877 +1,170	+2%	+$15.1K	0.2%	103
2021 Q1	$843K	Buy	66,707 +4,196	+7%	+$52.8K	0.21%	101
2020 Q4	$783K	Buy	62,511 +277	+0.4%	+$3.34K	0.2%	101
2020 Q3	$704K	Buy	62,234 +186	+0.3%	+$2.15K	0.25%	89
2020 Q2	$700K	Buy	62,048 +728	+1%	+$7.93K	0.27%	84
2020 Q1	$649K	Sell	61,320 -464	-0.8%	-$5.75K	0.3%	83
2019 Q4	$819K	Sell	61,784 -2,398	-4%	-$30.7K	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%	+$935	0.32%	80
2019 Q1	$810K	Buy	64,022 +442	+0.7%	+$5.5K	0.34%	80
2018 Q4	$758K	Sell	63,580 -2,398	-4%	-$29.2K	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%	+$134K	0.39%	67
2018 Q1	$737K	Buy	+56,532	New	+$749K	0.35%	77