Claro 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
2023 Q1	–	Sell	-11,027	Closed	-$104K	–	362
2022 Q4	$104K	Hold	11,027	–	–	0.03%	309
2022 Q3	$114K	Hold	11,027	–	–	0.05%	268
2022 Q2	$114K	Hold	11,027	–	–	0.05%	268
2022 Q1	$144K	Hold	11,027	–	–	0.05%	274
2021 Q4	$144K	Sell	11,027 -2,600	-19%	-$34.2K	0.05%	274
2021 Q3	$180K	Hold	13,627	–	–	0.08%	243
2021 Q2	$181K	Sell	13,627 -367	-3%	-$4.73K	0.08%	226
2021 Q1	$177K	Sell	13,994 -100	-0.7%	-$1.26K	0.09%	208
2020 Q4	$177K	Sell	14,094 -5,315	-27%	-$64K	0.09%	204
2020 Q3	$220K	Sell	19,409 -2,860	-13%	-$33.1K	0.14%	172
2020 Q2	$251K	Sell	22,269 -101	-0.5%	-$1.1K	0.17%	147
2020 Q1	$236K	Buy	22,370 +9,698	+77%	+$120K	0.22%	135
2019 Q4	$168K	Buy	+12,672	New	+$162K	0.13%	166
2019 Q1	–	Sell	-2,316	Closed	-$29K	–	403
2018 Q4	$29K	Buy	+2,316	New	+$28.2K	0.02%	459