Creative Planning’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Creative Planning’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
2026 Q1	$2.16M	Buy	228,598 +200	+0.1%	+$1.95K	﹤0.01%	1833
2025 Q4	$2.26M	Sell	228,398 -29,089	-11%	-$292K	﹤0.01%	1633
2025 Q3	$2.61M	Sell	257,487 -17,709	-6%	-$181K	﹤0.01%	1332
2025 Q2	$2.82M	Sell	275,196 -780	-0.3%	-$7.71K	﹤0.01%	1072
2025 Q1	$2.75M	Sell	275,976 -2,010	-0.7%	-$20.3K	﹤0.01%	990
2024 Q4	$2.72M	Buy	277,986 +255,211	+1,121%	+$2.61M	﹤0.01%	952
2024 Q3	$239K	Sell	22,775 -8,150	-26%	-$81.9K	﹤0.01%	2710
2024 Q2	$301K	Sell	30,925 -4,163	-12%	-$40.2K	﹤0.01%	2345
2024 Q1	$342K	Buy	35,088 +8,051	+30%	+$78.7K	﹤0.01%	2142
2023 Q4	$259K	Sell	27,037 -14,911	-36%	-$136K	﹤0.01%	2199
2023 Q3	$379K	Buy	41,948 +9,532	+29%	+$88.6K	﹤0.01%	1762
2023 Q2	$303K	Buy	32,416 +392	+1%	+$3.64K	﹤0.01%	1911
2023 Q1	$315K	Sell	32,024 -5,572	-15%	-$56K	﹤0.01%	1781
2022 Q4	$353K	Buy	37,596 +6,995	+23%	+$67.6K	﹤0.01%	1621
2022 Q3	$282K	Sell	30,601 -5,628	-16%	-$58.9K	﹤0.01%	1686
2022 Q2	$374K	Sell	36,229 -24,330	-40%	-$260K	﹤0.01%	1468
2022 Q1	$709K	Buy	60,559 +686	+1%	+$8.28K	﹤0.01%	1151
2021 Q4	$784K	Sell	59,873 -1,272	-2%	-$16.7K	﹤0.01%	1068
2021 Q3	$806K	Buy	61,145 +1,500	+3%	+$19.9K	﹤0.01%	1051
2021 Q2	$791K	Sell	59,645 -12,061	-17%	-$155K	﹤0.01%	1040
2021 Q1	$906K	Sell	71,706 -42,570	-37%	-$535K	﹤0.01%	1079
2020 Q4	$1.43M	Sell	114,276 -5,020	-4%	-$60.5K	﹤0.01%	799
2020 Q3	$1.35M	Buy	119,296 +11,154	+10%	+$129K	﹤0.01%	697
2020 Q2	$1.22M	Sell	108,142 -55,110	-34%	-$600K	﹤0.01%	673
2020 Q1	$1.73M	Sell	163,252 -23,079	-12%	-$286K	0.01%	472
2019 Q4	$2.47M	Buy	186,331 +23,732	+15%	+$304K	0.01%	448
2019 Q3	$2.03M	Buy	162,599 +19,874	+14%	+$250K	0.01%	485
2019 Q2	$1.8M	Buy	142,725 +27,725	+24%	+$350K	0.01%	533
2019 Q1	$1.46M	Buy	115,000 +5,488	+5%	+$68.3K	0.01%	583
2018 Q4	$1.3M	Sell	109,512 -13,953	-11%	-$170K	0.01%	561
2018 Q3	$1.57M	Sell	123,465 -17,916	-13%	-$227K	0.01%	558
2018 Q2	$1.78M	Sell	141,381 -16,989	-11%	-$218K	0.01%	495
2018 Q1	$2.06M	Sell	158,370 -45,014	-22%	-$596K	0.01%	457
2017 Q4	$2.78M	Sell	203,384 -15,819	-7%	-$217K	0.01%	377
2017 Q3	$3.08M	Sell	219,203 -4,029	-2%	-$56.4K	0.01%	340
2017 Q2	$3.15M	Buy	223,232 +4,275	+2%	+$59.7K	0.02%	313
2017 Q1	$3.03M	Sell	218,957 -4,525	-2%	-$63.3K	0.02%	311
2016 Q4	$3.07M	Buy	223,482 +25,060	+13%	+$336K	0.02%	294
2016 Q3	$2.72M	Buy	198,422 +41,520	+26%	+$567K	0.02%	315
2016 Q2	$2.11M	Buy	156,902 +3,256	+2%	+$43.1K	0.02%	321
2016 Q1	$2.02M	Buy	153,646 +27,996	+22%	+$349K	0.02%	316
2015 Q4	$1.6M	Buy	125,650 +1,995	+2%	+$25.6K	0.01%	362
2015 Q3	$1.57M	Buy	123,655 +11,977	+11%	+$159K	0.01%	355
2015 Q2	$1.5M	Buy	111,678 +34,280	+44%	+$488K	0.01%	364
2015 Q1	$1.11M	Buy	77,398 +20,411	+36%	+$290K	0.01%	426
2014 Q4	$805K	Sell	56,987 -7,873	-12%	-$113K	0.01%	524
2014 Q3	$946K	Buy	64,860 +2,098	+3%	+$31.6K	0.01%	418
2014 Q2	$978K	Sell	62,762 -41	-0.1%	-$633	0.01%	395
2014 Q1	$958K	Buy	62,803 +17,466	+39%	+$267K	0.01%	384
2013 Q4	$694K	Buy	45,337 +669	+1%	+$10.1K	0.01%	421
2013 Q3	$699K	Buy	44,668 +6,820	+18%	+$103K	0.01%	348
2013 Q2	$604K	Buy	+37,848	New	+$639K	0.01%	357