CWM
EVV

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

Congress 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 		$203K Hold
19,770
– – ﹤0.01% 1143
2025
Q1 		$197K Sell
19,770
-26,000
-57% -$263K ﹤0.01% 1034
2024
Q4 		$447K Buy
45,770
+26,000
+132% +$266K 0.01% 662
2024
Q3 		$208K Buy
+19,770
New +$199K ﹤0.01% 814
2024
Q2 		– Sell
-19,770
Closed -$193K – 719
2024
Q1 		$193K Sell
19,770
-26,000
-57% -$254K ﹤0.01% 574
2023
Q4 		$438K Buy
45,770
+26,000
+132% +$237K 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% +$48K ﹤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 +$197K ﹤0.01% 595

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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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return