Cape Investment Advisory’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 | $62.5K | Sell |
6,093
-1,000
| -14% | -$10.3K | 0.02% | 337 |
|
|
2025
Q1 | $70.8K | Buy |
7,093
+3,400
| +92% | +$33.9K | 0.03% | 295 |
|
|
2024
Q4 | $36.1K | Sell |
3,693
-2,000
| -35% | -$19.5K | 0.01% | 387 |
|
|
2024
Q3 | $59.8K | Buy |
5,693
+5,570
| +4,528% | +$58.5K | 0.02% | 297 |
|
|
2024
Q2 | $1.2K | Buy |
+123
| New | +$1.2K | ﹤0.01% | 826 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$4.79K | – | 1000 |
|
|
2023
Q4 | $4.79K | Hold |
500
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $4.52K | Hold |
500
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $4.68K | Hold |
500
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $4.93K | Buy |
+500
| New | +$4.93K | ﹤0.01% | 679 |
|