Cambridge Investment Research Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $660K | Sell |
61,697
-4,300
| -7% | -$46.7K | ﹤0.01% | 2561 |
|
|
2025
Q4 | $721K | Sell |
65,997
-1,989
| -3% | -$22K | ﹤0.01% | 2390 |
|
|
2025
Q3 | $770K | Buy |
67,986
+467
| +0.7% | +$5.24K | ﹤0.01% | 2275 |
|
|
2025
Q2 | $745K | Buy |
67,519
+8,972
| +15% | +$96.9K | ﹤0.01% | 2186 |
|
|
2025
Q1 | $643K | Sell |
58,547
-118,453
| -67% | -$1.31M | ﹤0.01% | 2205 |
|
|
2024
Q4 | $1.93M | Sell |
177,000
-7,666
| -4% | -$85.6K | 0.01% | 1381 |
|
|
2024
Q3 | $2.06M | Sell |
184,666
-5,239
| -3% | -$57.9K | 0.01% | 1323 |
|
|
2024
Q2 | $2.05M | Buy |
189,905
+9,731
| +5% | +$104K | 0.01% | 1266 |
|
|
2024
Q1 | $1.9M | Buy |
180,174
+169,174
| +1,538% | +$1.79M | 0.01% | 1297 |
|
|
2023
Q4 | $114K | Sell |
11,000
-433
| -4% | -$4.39K | ﹤0.01% | 3015 |
|
|
2023
Q3 | $119K | Sell |
11,433
-4,965
| -30% | -$49.9K | ﹤0.01% | 2938 |
|
|
2023
Q2 | $161K | Buy |
16,398
+157
| +1% | +$1.54K | ﹤0.01% | 2931 |
|
|
2023
Q1 | $170K | Sell |
16,241
-398
| -2% | -$4.17K | ﹤0.01% | 2872 |
|
|
2022
Q4 | $170K | Sell |
16,639
-472
| -3% | -$5.03K | ﹤0.01% | 2802 |
|
|
2022
Q3 | $168K | Sell |
17,111
-392
| -2% | -$4.29K | ﹤0.01% | 2750 |
|
|
2022
Q2 | $188K | Sell |
17,503
-725
| -4% | -$7.78K | ﹤0.01% | 2734 |
|
|
2022
Q1 | $211K | Buy |
18,228
+1,147
| +7% | +$14.1K | ﹤0.01% | 2821 |
|
|
2021
Q4 | $227K | Sell |
17,081
-4,499
| -21% | -$60.2K | ﹤0.01% | 2767 |
|
|
2021
Q3 | $288K | Buy |
21,580
+4,480
| +26% | +$60.9K | ﹤0.01% | 2500 |
|
|
2021
Q2 | $227K | Buy |
+17,100
| New | +$227K | ﹤0.01% | 2712 |
|
|
2019
Q4 | – | Sell |
-64,392
| Closed | -$838K | – | 2424 |
|
|
2019
Q3 | $838K | Buy |
64,392
+143
| +0.2% | +$1.9K | 0.01% | 1174 |
|
|
2019
Q2 | $870K | Sell |
64,249
-581
| -0.9% | -$7.61K | 0.01% | 1096 |
|
|
2019
Q1 | $841K | Sell |
64,830
-875
| -1% | -$11.2K | 0.01% | 1130 |
|
|
2018
Q4 | $818K | Sell |
65,705
-3,079
| -4% | -$39.1K | 0.01% | 1044 |
|
|
2018
Q3 | $888K | Buy |
68,784
+1,928
| +3% | +$25K | 0.01% | 1092 |
|
|
2018
Q2 | $870K | Buy |
66,856
+51
| +0.1% | +$678 | 0.01% | 1060 |
|
|
2018
Q1 | $911K | Buy |
66,805
+490
| +0.7% | +$6.77K | 0.01% | 986 |
|
|
2017
Q4 | $952K | Buy |
66,315
+4,979
| +8% | +$70.1K | 0.01% | 929 |
|
|
2017
Q3 | $873K | Sell |
61,336
-2,135
| -3% | -$30.5K | 0.01% | 911 |
|
|
2017
Q2 | $892K | Buy |
63,471
+3,819
| +6% | +$53.8K | 0.01% | 862 |
|
|
2017
Q1 | $842K | Sell |
59,652
-1,181
| -2% | -$16.5K | 0.01% | 808 |
|
|
2016
Q4 | $843K | Sell |
60,833
-7,291
| -11% | -$98K | 0.02% | 763 |
|
|
2016
Q3 | $934K | Sell |
68,124
-9,204
| -12% | -$125K | 0.02% | 720 |
|
|
2016
Q2 | $1.04M | Buy |
77,328
+18,184
| +31% | +$245K | 0.02% | 588 |
|
|
2016
Q1 | $789K | Sell |
59,144
-245
| -0.4% | -$3.2K | 0.02% | 668 |
|
|
2015
Q4 | $796K | Buy |
59,389
+6,566
| +12% | +$87K | 0.02% | 637 |
|
|
2015
Q3 | $699K | Buy |
52,823
+430
| +0.8% | +$5.89K | 0.02% | 615 |
|
|
2015
Q2 | $726K | Buy |
52,393
+1,845
| +4% | +$26.7K | 0.02% | 643 |
|
|
2015
Q1 | $732K | Buy |
+50,548
| New | +$725K | 0.02% | 626 |
|
Other funds holding EVG
SIA
GC
SFS
AAM