EP Wealth Advisors’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 | $137K | Sell |
13,400
-5,200
| -28% | -$53.4K | ﹤0.01% | 1338 |
|
|
2025
Q1 | $186K | Sell |
18,600
-8,200
| -31% | -$81.8K | ﹤0.01% | 1152 |
|
|
2024
Q4 | $262K | Hold |
26,800
| – | – | ﹤0.01% | 933 |
|
|
2024
Q3 | $282K | Hold |
26,800
| – | – | ﹤0.01% | 884 |
|
|
2024
Q2 | $261K | Hold |
26,800
| – | – | ﹤0.01% | 690 |
|
|
2024
Q1 | $261K | Hold |
26,800
| – | – | ﹤0.01% | 668 |
|
|
2023
Q4 | $257K | Hold |
26,800
| – | – | ﹤0.01% | 668 |
|
|
2023
Q3 | $242K | Buy |
+26,800
| New | +$242K | ﹤0.01% | 612 |
|