CWP
EVV
Cyndeo Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
452,912
-118,032
| -21% | -$1.21M | 0.28% | 98 |
|
|
2025
Q1 | $5.7M | Sell |
570,944
-102,350
| -15% | -$1.02M | 0.37% | 84 |
|
|
2024
Q4 | $6.58M | Sell |
673,294
-102,794
| -13% | -$1M | 0.44% | 72 |
|
|
2024
Q3 | $8.16M | Hold |
776,088
| – | – | 0.57% | 48 |
|
|
2024
Q2 | $7.56M | Sell |
776,088
-2,979
| -0.4% | -$29K | 0.59% | 42 |
|
|
2024
Q1 | $7.6M | Buy |
779,067
+6,643
| +0.9% | +$64.8K | 0.63% | 40 |
|
|
2023
Q4 | $7.4M | Sell |
772,424
-35,517
| -4% | -$340K | 0.68% | 34 |
|
|
2023
Q3 | $7.3M | Hold |
807,941
| – | – | 0.76% | 31 |
|
|
2023
Q2 | $7.56M | Buy |
807,941
+6,049
| +0.8% | +$56.6K | 0.79% | 32 |
|
|
2023
Q1 | $7.9M | Buy |
801,892
+479,987
| +149% | +$4.73M | 0.85% | 23 |
|
|
2022
Q4 | $3.02M | Buy |
+321,905
| New | +$3.02M | 0.36% | 93 |
|