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 |
|