Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-112
| Closed | -$1.07K | – | 444 |
|
|
2023
Q4 | $1.07K | Hold |
112
| – | – | ﹤0.01% | 845 |
|
|
2023
Q3 | $1.01K | Hold |
112
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $1.05K | Hold |
112
| – | – | ﹤0.01% | 877 |
|
|
2023
Q1 | $1.1K | Hold |
112
| – | – | ﹤0.01% | 856 |
|
|
2022
Q4 | $1.05K | Hold |
112
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 834 |
|
|
2022
Q2 | $1K | Hold |
112
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 871 |
|
|
2021
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 876 |
|
|
2021
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 882 |
|
|
2021
Q2 | $1K | Hold |
112
| – | – | ﹤0.01% | 865 |
|
|
2021
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 856 |
|
|
2020
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 771 |
|
|
2020
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $1K | Hold |
112
| – | – | ﹤0.01% | 711 |
|
|
2020
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 648 |
|
|
2019
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 669 |
|
|
2019
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 657 |
|
|
2019
Q2 | $1K | Hold |
112
| – | – | ﹤0.01% | 691 |
|
|
2019
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 642 |
|
|
2018
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $1K | Hold |
112
| – | – | ﹤0.01% | 602 |
|
|
2018
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 653 |
|
|
2017
Q4 | $2K | Buy |
+112
| New | +$1.54K | ﹤0.01% | 609 |
|
|
2017
Q3 | – | Sell |
-112
| Closed | -$2K | – | 682 |
|
|
2017
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 626 |
|
|
2017
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 613 |
|
|
2016
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 609 |
|
|
2016
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 584 |
|
|
2016
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 587 |
|
|
2016
Q1 | $1K | Hold |
112
| – | – | ﹤0.01% | 593 |
|
|
2015
Q4 | $1K | Hold |
112
| – | – | ﹤0.01% | 620 |
|
|
2015
Q3 | $1K | Hold |
112
| – | – | ﹤0.01% | 624 |
|
|
2015
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 579 |
|
|
2015
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 598 |
|
|
2014
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 581 |
|
|
2014
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 588 |
|
|
2014
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 590 |
|
|
2014
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 558 |
|
|
2013
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 556 |
|
|
2013
Q3 | $2K | Buy |
+112
| New | +$1.7K | ﹤0.01% | 520 |
|
Other funds holding EVV
SIA
PCM
CPIG
GC
CWP