Future Financial Wealth Management’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	$457K	Sell	48,157 -738	-2%	-$7.2K	0.29%	63
2025 Q4	$483K	Sell	48,895 -731	-1%	-$7.33K	0.32%	63
2025 Q3	$504K	Buy	49,626 +207	+0.4%	+$2.11K	0.32%	59
2025 Q2	$507K	Buy	49,419 +1,582	+3%	+$15.6K	0.35%	55
2025 Q1	$477K	Buy	47,837 +912	+2%	+$9.23K	0.35%	57
2024 Q4	$458K	Buy	46,925 +660	+1%	+$6.74K	0.34%	58
2024 Q3	$486K	Buy	46,265 +2,823	+6%	+$28.4K	0.35%	62
2024 Q2	$423K	Buy	43,442 +14,962	+53%	+$145K	0.37%	63
2024 Q1	$278K	Sell	28,480 -1,757	-6%	-$17.2K	0.21%	86
2023 Q4	$290K	Sell	30,237 -4,575	-13%	-$41.7K	0.29%	76
2023 Q3	$315K	Buy	34,812 +617	+2%	+$5.74K	0.35%	70
2023 Q2	$320K	Buy	34,195 +500	+1%	+$4.65K	0.34%	72
2023 Q1	$332K	Buy	33,695 +9,696	+40%	+$97.4K	0.37%	71
2022 Q4	$225K	Buy	23,999 +2,205	+10%	+$21.3K	0.26%	92
2022 Q3	$225K	Buy	21,794 +4,324	+25%	+$45.3K	0.26%	99
2022 Q2	$204K	Hold	17,470	–	–	0.2%	122
2022 Q1	$204K	Buy	17,470 +3,974	+29%	+$48K	0.17%	122
2021 Q4	$178K	Buy	13,496 +1,770	+15%	+$23.3K	0.14%	134
2021 Q3	$155K	Hold	11,726	–	–	0.16%	118
2021 Q2	$155K	Buy	11,726 +871	+8%	+$11.2K	0.16%	118
2021 Q1	$137K	Buy	10,855 +445	+4%	+$5.6K	0.16%	108
2020 Q4	$130K	Buy	+10,410	New	+$125K	0.15%	116