Evercore 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
2022 Q2	–	Sell	-21,225	Closed	-$248K	–	406
2022 Q1	$248K	Hold	21,225	–	–	﹤0.01%	386
2021 Q4	$278K	Hold	21,225	–	–	﹤0.01%	372
2021 Q3	$280K	Hold	21,225	–	–	0.01%	374
2021 Q2	$281K	Hold	21,225	–	–	0.01%	374
2021 Q1	$268K	Sell	21,225 -60,510	-74%	-$761K	0.01%	381
2020 Q4	$1.02M	Sell	81,735 -13,050	-14%	-$157K	0.02%	214
2020 Q3	$1.07M	Buy	94,785 +13,375	+16%	+$155K	0.03%	187
2020 Q2	$917K	Buy	+81,410	New	+$887K	0.02%	196
2016 Q1	–	Sell	-3,000	Closed	-$38K	–	959
2015 Q4	$38K	Hold	3,000	–	–	﹤0.01%	648
2015 Q3	$38K	Hold	3,000	–	–	﹤0.01%	633
2015 Q2	$40K	Hold	3,000	–	–	﹤0.01%	671
2015 Q1	$43K	Buy	+3,000	New	+$42.6K	﹤0.01%	650