EP Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,380
| Closed | -$114K | – | 1440 |
|
|
2025
Q1 | $114K | Sell |
10,380
-8,975
| -46% | -$98.5K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $211K | Hold |
19,355
| – | – | ﹤0.01% | 1048 |
|
|
2024
Q3 | $216K | Buy |
19,355
+180
| +0.9% | +$2.01K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $207K | Hold |
19,175
| – | – | ﹤0.01% | 752 |
|
|
2024
Q1 | $202K | Hold |
19,175
| – | – | ﹤0.01% | 734 |
|
|
2023
Q4 | $199K | Hold |
19,175
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $199K | Buy |
+19,175
| New | +$199K | ﹤0.01% | 670 |
|