Creative Planning’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
Q3 | $2.61M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.72M | Buy |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $259K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $303K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $353K | Buy |
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|
2022
Q3 | $282K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $784K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $906K | Sell |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.73M | Sell |
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|
2019
Q4 | $2.47M | Buy |
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|
2019
Q3 | $2.03M | Buy |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.78M | Sell |
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|
2018
Q1 | $2.06M | Sell |
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|
2017
Q4 | $2.78M | Sell |
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|
2017
Q3 | $3.08M | Sell |
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|
2017
Q2 | $3.15M | Buy |
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|
2017
Q1 | $3.03M | Sell |
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|
2016
Q4 | $3.07M | Buy |
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|
2016
Q3 | $2.72M | Buy |
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|
2016
Q2 | $2.11M | Buy |
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|
2016
Q1 | $2.02M | Buy |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $1.57M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.11M | Buy |
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|
2014
Q4 | $805K | Sell |
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|
2014
Q3 | $946K | Buy |
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|
2014
Q2 | $978K | Sell |
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|
2014
Q1 | $958K | Buy |
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|
2013
Q4 | $694K | Buy |
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|
2013
Q3 | $699K | Buy |
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|
2013
Q2 | $604K | Buy |
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