EWM
EVV
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$764K | 0.01% | 381 |
|
|
2020
Q4 | $1.02M | Sell |
81,735
-13,050
| -14% | -$163K | 0.02% | 213 |
|
|
2020
Q3 | $1.07M | Buy |
94,785
+13,375
| +16% | +$151K | 0.03% | 187 |
|
|
2020
Q2 | $917K | Buy |
+81,410
| New | +$917K | 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 | +$43K | ﹤0.01% | 650 |
|