Evergreen Capital 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
2023 Q4	–	Sell	-22,833	Closed	-$206K	–	864
2023 Q3	$206K	Sell	22,833 -850	-4%	-$7.9K	0.01%	699
2023 Q2	$222K	Sell	23,683 -550	-2%	-$5.11K	0.01%	682
2023 Q1	$239K	Buy	24,233 +105	+0.4%	+$1.05K	0.01%	597
2022 Q4	$227K	Sell	24,128 -21,055	-47%	-$203K	0.01%	567
2022 Q3	$416K	Sell	45,183 -1,950	-4%	-$20.4K	0.02%	376
2022 Q2	$487K	Sell	47,133 -6,750	-13%	-$72.3K	0.03%	336
2022 Q1	$630K	Sell	53,883 -1,450	-3%	-$17.5K	0.03%	338
2021 Q4	$725K	Sell	55,333 -6,400	-10%	-$84.2K	0.03%	323
2021 Q3	$814K	Sell	61,733 -300	-0.5%	-$3.98K	0.04%	302
2021 Q2	$823K	Sell	62,033 -950	-2%	-$12.2K	0.04%	282
2021 Q1	$795K	Sell	62,983 -475	-0.7%	-$5.97K	0.04%	269
2020 Q4	$795K	Sell	63,458 -2,050	-3%	-$24.7K	0.05%	241
2020 Q3	$741K	Sell	65,508 -3,548	-5%	-$41K	0.05%	226
2020 Q2	$778K	Sell	69,056 -2,052	-3%	-$22.4K	0.06%	207
2020 Q1	$752K	Sell	71,108 -6,333	-8%	-$78.4K	0.07%	189
2019 Q4	$1.03M	Sell	77,441 -180,389	-70%	-$2.31M	0.09%	171
2019 Q3	$3.22M	Sell	257,830 -2,350	-0.9%	-$29.5K	0.3%	81
2019 Q2	$3.29M	Buy	+260,180	New	+$3.29M	0.31%	78
2019 Q1	–	Hold	0	–	–	–	80
2018 Q4	–	Hold	0	–	–	–	71
2018 Q3	–	Hold	0	–	–	–	70
2018 Q2	–	Hold	0	–	–	–	64
2018 Q1	–	Hold	0	–	–	–	66
2017 Q4	–	Hold	0	–	–	–	57
2017 Q3	–	Hold	0	–	–	–	46