EWM
EVV
Edge Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,175
| Closed | -$55K | – | 681 |
|
|
2020
Q1 | $55K | Hold |
5,175
| – | – | 0.01% | 227 |
|
|
2019
Q4 | $68K | Hold |
5,175
| – | – | 0.01% | 231 |
|
|
2019
Q3 | $64K | Hold |
5,175
| – | – | 0.01% | 225 |
|
|
2019
Q2 | $66K | Hold |
5,175
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $65K | Sell |
5,175
-6
| -0.1% | -$75 | 0.02% | 219 |
|
|
2018
Q4 | $62K | Sell |
5,181
-6,029
| -54% | -$72.1K | 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% | -$24.2K | 0.04% | 169 |
|
|
2018
Q1 | $171K | Sell |
13,117
-3,882
| -23% | -$50.6K | 0.05% | 131 |
|
|
2017
Q4 | $230K | Buy |
16,999
+16
| +0.1% | +$216 | 0.07% | 120 |
|
|
2017
Q3 | $238K | Sell |
16,983
-810
| -5% | -$11.4K | 0.07% | 118 |
|
|
2017
Q2 | $249K | Sell |
17,793
-57
| -0.3% | -$798 | 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% | -$92.2K | 0.1% | 95 |
|
|
2016
Q2 | $330K | Buy |
+24,570
| New | +$330K | 0.14% | 85 |
|