Edge Wealth Management’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
2020 Q2	–	Sell	-5,175	Closed	-$55K	–	695
2020 Q1	$55K	Hold	5,175	–	–	0.01%	228
2019 Q4	$68K	Hold	5,175	–	–	0.01%	231
2019 Q3	$64K	Hold	5,175	–	–	0.01%	226
2019 Q2	$66K	Hold	5,175	–	–	0.01%	232
2019 Q1	$65K	Sell	5,175 -6	-0.1%	-$75	0.02%	220
2018 Q4	$62K	Sell	5,181 -6,029	-54%	-$73.5K	0.02%	226
2018 Q3	$142K	Buy	11,210 +15	+0.1%	+$190	0.03%	170
2018 Q2	$141K	Sell	11,195 -1,922	-15%	-$24.7K	0.04%	169
2018 Q1	$171K	Sell	13,117 -3,882	-23%	-$51.4K	0.05%	131
2017 Q4	$230K	Buy	16,999 +16	+0.1%	+$220	0.07%	120
2017 Q3	$238K	Sell	16,983 -810	-5%	-$11.3K	0.07%	118
2017 Q2	$249K	Sell	17,793 -57	-0.3%	-$795	0.08%	118
2017 Q1	$247K	Hold	17,850	–	–	0.09%	109
2016 Q4	$245K	Hold	17,850	–	–	0.09%	105
2016 Q3	$245K	Sell	17,850 -6,720	-27%	-$91.8K	0.1%	95
2016 Q2	$330K	Buy	+24,570	New	+$325K	0.14%	85