Envestnet Asset Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
25,324
+4,942
| +24% | +$54.5K | ﹤0.01% | 4063 |
|
|
2025
Q1 | $224K | Buy |
20,382
+295
| +1% | +$3.24K | ﹤0.01% | 4090 |
|
|
2024
Q4 | $219K | Sell |
20,087
-3,338
| -14% | -$36.5K | ﹤0.01% | 4053 |
|
|
2024
Q3 | $262K | Buy |
23,425
+2,185
| +10% | +$24.4K | ﹤0.01% | 3897 |
|
|
2024
Q2 | $229K | Buy |
21,240
+4,264
| +25% | +$46.1K | ﹤0.01% | 3859 |
|
|
2024
Q1 | $179K | Buy |
16,976
+4,111
| +32% | +$43.4K | ﹤0.01% | 3966 |
|
|
2023
Q4 | $134K | Buy |
12,865
+2,423
| +23% | +$25.2K | ﹤0.01% | 3910 |
|
|
2023
Q3 | $108K | Buy |
+10,442
| New | +$108K | ﹤0.01% | 3861 |
|
|
2021
Q2 | – | Sell |
-22,067
| Closed | -$290K | – | 3650 |
|
|
2021
Q1 | $290K | Buy |
22,067
+3,589
| +19% | +$47.2K | ﹤0.01% | 3149 |
|
|
2020
Q4 | $228K | Buy |
+18,478
| New | +$228K | ﹤0.01% | 3068 |
|
|
2018
Q4 | – | Sell |
-16,097
| Closed | -$208K | – | 2884 |
|
|
2018
Q3 | $208K | Buy |
+16,097
| New | +$208K | ﹤0.01% | 1166 |
|
|
2016
Q4 | – | Sell |
-1,250
| Closed | -$17K | – | 3153 |
|
|
2016
Q3 | $17K | Hold |
1,250
| – | – | ﹤0.01% | 2829 |
|
|
2016
Q2 | $17K | Hold |
1,250
| – | – | ﹤0.01% | 2982 |
|
|
2016
Q1 | $17K | Buy |
+1,250
| New | +$17K | ﹤0.01% | 2986 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 2474 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 2427 |
|