Cornerstone Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,841
| Closed | -$211K | – | 455 |
|
|
2020
Q4 | $211K | Buy |
16,841
+2,714
| +19% | +$34K | 0.03% | 390 |
|
|
2020
Q3 | $160K | Buy |
+14,127
| New | +$160K | 0.02% | 373 |
|
|
2018
Q4 | – | Sell |
-52,271
| Closed | -$3.72M | – | 573 |
|
|
2018
Q3 | $3.72M | Buy |
52,271
+36,898
| +240% | +$2.63M | 0.05% | 358 |
|
|
2018
Q2 | $1.22M | Buy |
+15,373
| New | +$1.22M | 0.01% | 694 |
|