Concord Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53K | Sell |
539
-1,389
| -72% | -$14.3K | ﹤0.01% | 617 |
|
|
2025
Q1 | $19.2K | Buy |
1,928
+42
| +2% | +$419 | ﹤0.01% | 435 |
|
|
2024
Q4 | $18.4K | Buy |
1,886
+43
| +2% | +$420 | ﹤0.01% | 470 |
|
|
2024
Q3 | $19.4K | Buy |
1,843
+44
| +2% | +$462 | ﹤0.01% | 476 |
|
|
2024
Q2 | $17.5K | Buy |
1,799
+43
| +2% | +$419 | ﹤0.01% | 449 |
|
|
2024
Q1 | $17.1K | Buy |
1,756
+43
| +3% | +$419 | ﹤0.01% | 507 |
|
|
2023
Q4 | $16.4K | Buy |
1,713
+42
| +3% | +$402 | ﹤0.01% | 506 |
|
|
2023
Q3 | $15.1K | Buy |
1,671
+42
| +3% | +$380 | ﹤0.01% | 553 |
|
|
2023
Q2 | $15.3K | Buy |
1,629
+40
| +3% | +$374 | ﹤0.01% | 548 |
|
|
2023
Q1 | $15.6K | Buy |
1,589
+47
| +3% | +$463 | ﹤0.01% | 529 |
|
|
2022
Q4 | $14.5K | Buy |
+1,542
| New | +$14.5K | ﹤0.01% | 581 |
|
|
2022
Q3 | – | Sell |
-1,453
| Closed | -$15K | – | 464 |
|
|
2022
Q2 | $15K | Buy |
1,453
+41
| +3% | +$423 | ﹤0.01% | 604 |
|
|
2022
Q1 | $17K | Buy |
1,412
+35
| +3% | +$421 | ﹤0.01% | 662 |
|
|
2021
Q4 | $18K | Buy |
+1,377
| New | +$18K | ﹤0.01% | 668 |
|