CNWM
EVV

Clay Northam Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clay Northam Wealth Management’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,014
Closed -$130K – 94
2025
Q1 		$130K Hold
13,014
– – 0.09% 88
2024
Q4 		$127K Buy
+13,014
New +$133K 0.08% 90

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GC
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Invesco
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LPL Financial
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CPIG
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Royal Bank of Canada
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CIA
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UBS Group
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