CFA
EVV
Compass Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-143,395
| Closed | -$1.41M | – | 29 |
|
|
2023
Q1 | $1.41M | Buy |
143,395
+42,000
| +41% | +$414K | 1.79% | 8 |
|
|
2022
Q4 | $952K | Sell |
101,395
-29,000
| -22% | -$272K | 1.28% | 17 |
|
|
2022
Q3 | $1.2M | Sell |
130,395
-600
| -0.5% | -$5.53K | 1.78% | 10 |
|
|
2022
Q2 | $1.35M | Buy |
130,995
+31,000
| +31% | +$320K | 1.84% | 9 |
|
|
2022
Q1 | $1.17M | Buy |
99,995
+40,500
| +68% | +$474K | 1.29% | 18 |
|
|
2021
Q4 | $779K | Buy |
+59,495
| New | +$779K | 0.86% | 37 |
|