Congress Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
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|
2025
Q1 | $197K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $208K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $193K | Sell |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $185K | Hold |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $141K | Hold |
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|
2022
Q3 | $138K | Hold |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $196K | Buy |
|