Financial Architects (New Jersey)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-900
| Closed | -$11K | – | 924 |
|
|
2019
Q3 | $11K | Hold |
900
| – | – | ﹤0.01% | 693 |
|
|
2019
Q2 | $11K | Hold |
900
| – | – | ﹤0.01% | 758 |
|
|
2019
Q1 | $11K | Buy |
+900
| New | +$11K | ﹤0.01% | 937 |
|
|
2018
Q2 | – | Sell |
-815
| Closed | -$11K | – | 1347 |
|
|
2018
Q1 | $11K | Hold |
815
| – | – | ﹤0.01% | 918 |
|
|
2017
Q4 | $11K | Sell |
815
-3,000
| -79% | -$40.5K | ﹤0.01% | 993 |
|
|
2017
Q3 | $54K | Buy |
3,815
+3,000
| +368% | +$42.5K | 0.01% | 597 |
|
|
2017
Q2 | $11K | Hold |
815
| – | – | ﹤0.01% | 997 |
|
|
2017
Q1 | $11K | Buy |
+815
| New | +$11K | ﹤0.01% | 1005 |
|
|
2014
Q4 | – | Sell |
-382
| Closed | -$6K | – | 936 |
|
|
2014
Q3 | $6K | Buy |
+382
| New | +$6K | ﹤0.01% | 699 |
|