Fortitude Advisory Group’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
2026 Q1	$329K	Hold	34,824	–	–	0.15%	140
2025 Q4	$345K	Hold	34,824	–	–	0.15%	120
2025 Q3	$353K	Hold	34,824	–	–	0.19%	115
2025 Q2	$357K	Hold	34,824	–	–	0.2%	112
2025 Q1	$334K	Buy	34,824 +1,054	+3%	+$10.7K	0.24%	101
2024 Q4	$330K	Buy	33,770 +387	+1%	+$3.95K	0.2%	112
2024 Q3	$351K	Buy	33,383 +3,951	+13%	+$39.7K	0.22%	109
2024 Q2	$287K	Buy	29,432 +508	+2%	+$4.91K	0.17%	124
2024 Q1	$282K	Buy	28,924 +3,123	+12%	+$30.5K	0.16%	137
2023 Q4	$247K	Buy	25,801 +2,672	+12%	+$24.3K	0.15%	163
2023 Q3	$209K	Buy	23,129 +2,511	+12%	+$23.3K	0.14%	173
2023 Q2	$193K	Buy	20,618 +3,882	+23%	+$36.1K	0.14%	185
2023 Q1	$165K	Buy	16,736 +738	+5%	+$7.41K	0.13%	201
2022 Q4	$150K	Buy	15,998 +586	+4%	+$5.66K	0.13%	199
2022 Q3	$142K	Buy	15,412 +1,742	+13%	+$18.2K	0.14%	187
2022 Q2	$141K	Buy	13,670 +1,428	+12%	+$15.3K	0.13%	190
2022 Q1	$143K	Sell	12,242 -1,325	-10%	-$16K	0.08%	270
2021 Q4	$178K	Buy	+13,567	New	+$179K	0.09%	221