Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,771
| Closed | -$126K | – | 123 |
|
|
2022
Q3 | $126K | Buy |
13,771
+152
| +1% | +$1.39K | 0.05% | 122 |
|
|
2022
Q2 | $140K | Buy |
13,619
+147
| +1% | +$1.51K | 0.06% | 119 |
|
|
2022
Q1 | $157K | Buy |
13,472
+124
| +0.9% | +$1.45K | 0.06% | 126 |
|
|
2021
Q4 | $174 | Buy |
13,348
+112
| +0.8% | +$1 | 0.03% | 113 |
|
|
2021
Q3 | $174K | Buy |
13,236
+108
| +0.8% | +$1.42K | 0.07% | 100 |
|
|
2021
Q2 | $174K | Buy |
13,128
+108
| +0.8% | +$1.43K | 0.06% | 112 |
|
|
2021
Q1 | $164K | Buy |
13,020
+109
| +0.8% | +$1.37K | 0.07% | 97 |
|
|
2020
Q4 | $161K | Buy |
12,911
+110
| +0.9% | +$1.37K | 0.08% | 96 |
|
|
2020
Q3 | $144K | Buy |
12,801
+113
| +0.9% | +$1.27K | 0.08% | 86 |
|
|
2020
Q2 | $143K | Buy |
12,688
+115
| +0.9% | +$1.3K | 0.08% | 88 |
|
|
2020
Q1 | $132K | Buy |
12,573
+163
| +1% | +$1.71K | 0.09% | 84 |
|
|
2019
Q4 | $164K | Buy |
12,410
+1,292
| +12% | +$17.1K | 0.09% | 92 |
|
|
2019
Q3 | $138K | Buy |
11,118
+101
| +0.9% | +$1.25K | 0.09% | 85 |
|
|
2019
Q2 | $139K | Buy |
11,017
+97
| +0.9% | +$1.22K | 0.09% | 86 |
|
|
2019
Q1 | $138K | Buy |
10,920
+95
| +0.9% | +$1.2K | 0.1% | 69 |
|
|
2018
Q4 | $129K | Buy |
10,825
+96
| +0.9% | +$1.14K | 0.1% | 55 |
|
|
2018
Q3 | $136K | Buy |
+10,729
| New | +$136K | 0.1% | 43 |
|
|
2018
Q1 | – | Sell |
-8,700
| Closed | -$118K | – | 149 |
|
|
2017
Q4 | $118K | Buy |
+8,700
| New | +$118K | 0.09% | 56 |
|