Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.68K | Buy |
918
+499
| +119% | +$4.87K | ﹤0.01% | 4827 |
|
|
2025
Q4 | $4K | Buy |
419
+281
| +204% | +$2.82K | ﹤0.01% | 4887 |
|
|
2025
Q3 | $1K | Sell |
138
-55
| -28% | -$561 | ﹤0.01% | 5110 |
|
|
2025
Q2 | $2K | Hold |
193
| – | – | ﹤0.01% | 4876 |
|
|
2025
Q1 | $2K | Hold |
193
| – | – | ﹤0.01% | 4746 |
|
|
2024
Q4 | $2K | Hold |
193
| – | – | ﹤0.01% | 4531 |
|
|
2024
Q3 | $2K | Buy |
193
+55
| +40% | +$553 | ﹤0.01% | 4383 |
|
|
2024
Q2 | $1K | Hold |
138
| – | – | ﹤0.01% | 4377 |
|
|
2024
Q1 | $1K | Sell |
138
-4,201
| -97% | -$41K | ﹤0.01% | 4132 |
|
|
2023
Q4 | $42K | Sell |
4,339
-7,911
| -65% | -$72.1K | ﹤0.01% | 2293 |
|
|
2023
Q3 | $111K | Sell |
12,250
-1,128
| -8% | -$10.5K | ﹤0.01% | 1572 |
|
|
2023
Q2 | $125K | Buy |
13,378
+3,078
| +30% | +$28.6K | ﹤0.01% | 1454 |
|
|
2023
Q1 | $101K | Buy |
10,300
+1,910
| +23% | +$19.2K | ﹤0.01% | 1487 |
|
|
2022
Q4 | $79K | Buy |
8,390
+2,051
| +32% | +$19.8K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $58K | Buy |
6,339
+200
| +3% | +$2.09K | ﹤0.01% | 1595 |
|
|
2022
Q2 | $63K | Buy |
6,139
+6,001
| +4,349% | +$64.2K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $2K | Sell |
138
-18
| -12% | -$217 | ﹤0.01% | 3162 |
|
|
2021
Q4 | $2K | Buy |
+156
| New | +$2.05K | ﹤0.01% | 3114 |
|
|
2021
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2784 |
|
|
2021
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2784 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2784 |
|
|
2020
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2783 |
|
|
2020
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2783 |
|
|
2020
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 2782 |
|
|
2019
Q1 | $1K | Sell |
55
-20,167
| -100% | -$251K | ﹤0.01% | 2781 |
|
|
2018
Q4 | $241K | Buy |
+20,222
| New | +$247K | 0.01% | 562 |
|
|
2017
Q3 | – | Sell |
-1,293
| Closed | -$18K | – | 1491 |
|
|
2017
Q2 | $18K | Buy |
+1,293
| New | +$18K | ﹤0.01% | 646 |
|
Other funds holding EVV
SIA
GC
CPIG
