CWM
EVV
Congress Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
19,770
| – | – | ﹤0.01% | 1143 |
|
|
2025
Q1 | $197K | Sell |
19,770
-26,000
| -57% | -$259K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $447K | Buy |
45,770
+26,000
| +132% | +$254K | 0.01% | 662 |
|
|
2024
Q3 | $208K | Buy |
+19,770
| New | +$208K | ﹤0.01% | 814 |
|
|
2024
Q2 | – | Sell |
-19,770
| Closed | -$193K | – | 719 |
|
|
2024
Q1 | $193K | Sell |
19,770
-26,000
| -57% | -$253K | ﹤0.01% | 574 |
|
|
2023
Q4 | $438K | Buy |
45,770
+26,000
| +132% | +$249K | 0.01% | 484 |
|
|
2023
Q3 | $179K | Hold |
19,770
| – | – | ﹤0.01% | 589 |
|
|
2023
Q2 | $185K | Hold |
19,770
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $195K | Buy |
19,770
+4,780
| +32% | +$47.1K | ﹤0.01% | 543 |
|
|
2022
Q4 | $141K | Hold |
14,990
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $138K | Hold |
14,990
| – | – | ﹤0.01% | 535 |
|
|
2022
Q2 | $155K | Hold |
14,990
| – | – | ﹤0.01% | 540 |
|
|
2022
Q1 | $175K | Hold |
14,990
| – | – | ﹤0.01% | 586 |
|
|
2021
Q4 | $196K | Buy |
+14,990
| New | +$196K | ﹤0.01% | 592 |
|