Founders Capital Management (Texas)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,800
| Closed | -$35K | – | 323 |
|
2019
Q2 | $35K | Hold |
2,800
| – | – | 0.03% | 138 |
|
2019
Q1 | $35K | Hold |
2,800
| – | – | 0.03% | 142 |
|
2018
Q4 | $33K | Hold |
2,800
| – | – | 0.04% | 133 |
|
2018
Q3 | $36K | Hold |
2,800
| – | – | 0.03% | 136 |
|
2018
Q2 | $35K | Hold |
2,800
| – | – | 0.03% | 139 |
|
2018
Q1 | $36K | Sell |
2,800
-1,050
| -27% | -$13.5K | 0.03% | 159 |
|
2017
Q4 | $53K | Hold |
3,850
| – | – | 0.04% | 133 |
|
2017
Q3 | $54K | Hold |
3,850
| – | – | 0.04% | 133 |
|
2017
Q2 | $54K | Hold |
3,850
| – | – | 0.05% | 131 |
|
2017
Q1 | $53K | Buy |
+3,850
| New | +$53K | 0.05% | 131 |
|