Carson Wealth (CWM LLC)’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 | $2K | Hold |
193
| – | – | ﹤0.01% | 4871 |
|
|
2025
Q1 | $2K | Hold |
193
| – | – | ﹤0.01% | 4738 |
|
|
2024
Q4 | $2K | Hold |
193
| – | – | ﹤0.01% | 4529 |
|
|
2024
Q3 | $2K | Buy |
193
+55
| +40% | +$570 | ﹤0.01% | 4381 |
|
|
2024
Q2 | $1K | Hold |
138
| – | – | ﹤0.01% | 4374 |
|
|
2024
Q1 | $1K | Sell |
138
-4,201
| -97% | -$30.4K | ﹤0.01% | 4128 |
|
|
2023
Q4 | $42K | Sell |
4,339
-7,911
| -65% | -$76.6K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $111K | Sell |
12,250
-1,128
| -8% | -$10.2K | ﹤0.01% | 1571 |
|
|
2023
Q2 | $125K | Buy |
13,378
+3,078
| +30% | +$28.8K | ﹤0.01% | 1452 |
|
|
2023
Q1 | $101K | Buy |
10,300
+1,910
| +23% | +$18.7K | ﹤0.01% | 1484 |
|
|
2022
Q4 | $79K | Buy |
8,390
+2,051
| +32% | +$19.3K | ﹤0.01% | 1484 |
|
|
2022
Q3 | $58K | Buy |
6,339
+200
| +3% | +$1.83K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $63K | Buy |
6,139
+6,001
| +4,349% | +$61.6K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $2K | Sell |
138
-18
| -12% | -$261 | ﹤0.01% | 3148 |
|
|
2021
Q4 | $2K | Buy |
+156
| New | +$2K | ﹤0.01% | 3102 |
|
|
2021
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2021
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2020
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2020
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2020
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2019
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2019
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2019
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2749 |
|
|
2019
Q1 | $1K | Sell |
55
-20,167
| -100% | -$367K | ﹤0.01% | 2749 |
|
|
2018
Q4 | $241K | Buy |
+20,222
| New | +$241K | 0.01% | 561 |
|
|
2017
Q3 | – | Sell |
-1,293
| Closed | -$18K | – | 1490 |
|
|
2017
Q2 | $18K | Buy |
+1,293
| New | +$18K | ﹤0.01% | 645 |
|