Fortitude Advisory 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
2025
Q2
$357K Hold
34,824
0.2% 112
2025
Q1
$334K Buy
34,824
+1,054
+3% +$10.1K 0.24% 101
2024
Q4
$330K Buy
33,770
+387
+1% +$3.78K 0.2% 112
2024
Q3
$351K Buy
33,383
+3,951
+13% +$41.5K 0.22% 109
2024
Q2
$287K Buy
29,432
+508
+2% +$4.95K 0.17% 124
2024
Q1
$282K Buy
28,924
+3,123
+12% +$30.4K 0.16% 137
2023
Q4
$247K Buy
25,801
+2,672
+12% +$25.6K 0.15% 163
2023
Q3
$209K Buy
23,129
+2,511
+12% +$22.7K 0.14% 173
2023
Q2
$193K Buy
20,618
+3,882
+23% +$36.3K 0.14% 182
2023
Q1
$165K Buy
16,736
+738
+5% +$7.27K 0.13% 197
2022
Q4
$150K Buy
15,998
+586
+4% +$5.5K 0.13% 192
2022
Q3
$142K Buy
15,412
+1,742
+13% +$16.1K 0.13% 179
2022
Q2
$141K Buy
13,670
+1,428
+12% +$14.7K 0.13% 183
2022
Q1
$143K Sell
12,242
-1,325
-10% -$15.5K 0.08% 262
2021
Q4
$178K Buy
+13,567
New +$178K 0.09% 214