Cornerstone Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Sell	30,311 -3,008	-9%	-$32.7K	0.02%	555
2025 Q4	$364K	Sell	33,319 -7,771	-19%	-$85.8K	0.02%	499
2025 Q3	$465K	Sell	41,090 -8,763	-18%	-$98.3K	0.03%	433
2025 Q2	$550K	Sell	49,853 -2,127	-4%	-$23K	0.03%	373
2025 Q1	$571K	Sell	51,980 -6,086	-10%	-$67.2K	0.04%	338
2024 Q4	$634K	Sell	58,066 -6,355	-10%	-$70.9K	0.04%	312
2024 Q3	$720K	Sell	64,421 -5,657	-8%	-$62.5K	0.05%	272
2024 Q2	$757K	Sell	70,078 -157	-0.2%	-$1.68K	0.06%	248
2024 Q1	$742K	Sell	70,235 -1,336	-2%	-$14.2K	0.06%	249
2023 Q4	$743K	Sell	71,571 -2,353	-3%	-$23.8K	0.06%	246
2023 Q3	$767K	Buy	73,924 +783	+1%	+$7.87K	0.07%	232
2023 Q2	$718K	Buy	73,141 +6,241	+9%	+$61.3K	0.06%	242
2023 Q1	$699K	Buy	+66,900	New	+$702K	0.07%	230
2022 Q3	$579K	Buy	59,034 +25,722	+77%	+$282K	0.06%	228
2022 Q2	$358K	Buy	33,312 +5,605	+20%	+$60.2K	0.04%	326
2022 Q1	$320K	Buy	27,707 +4,521	+19%	+$55.6K	0.03%	355
2021 Q4	$308K	Buy	23,186 +6,994	+43%	+$93.5K	0.03%	384
2021 Q3	$216K	Buy	+16,192	New	+$220K	0.02%	421