FFWM
EVV
Future Financial Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
49,419
+1,582
| +3% | +$16.2K | 0.35% | 55 |
|
|
2025
Q1 | $477K | Buy |
47,837
+912
| +2% | +$9.1K | 0.35% | 57 |
|
|
2024
Q4 | $458K | Buy |
46,925
+660
| +1% | +$6.45K | 0.34% | 58 |
|
|
2024
Q3 | $486K | Buy |
46,265
+2,823
| +6% | +$29.7K | 0.35% | 62 |
|
|
2024
Q2 | $423K | Buy |
43,442
+14,962
| +53% | +$146K | 0.37% | 63 |
|
|
2024
Q1 | $278K | Sell |
28,480
-1,757
| -6% | -$17.1K | 0.21% | 86 |
|
|
2023
Q4 | $290K | Sell |
30,237
-4,575
| -13% | -$43.8K | 0.29% | 76 |
|
|
2023
Q3 | $315K | Buy |
34,812
+617
| +2% | +$5.58K | 0.35% | 70 |
|
|
2023
Q2 | $320K | Buy |
34,195
+500
| +1% | +$4.68K | 0.34% | 72 |
|
|
2023
Q1 | $332K | Buy |
33,695
+9,696
| +40% | +$95.5K | 0.37% | 71 |
|
|
2022
Q4 | $225K | Buy |
23,999
+2,205
| +10% | +$20.7K | 0.26% | 92 |
|
|
2022
Q3 | $225K | Buy |
21,794
+4,324
| +25% | +$44.6K | 0.26% | 99 |
|
|
2022
Q2 | $204K | Hold |
17,470
| – | – | 0.2% | 122 |
|
|
2022
Q1 | $204K | Buy |
17,470
+3,974
| +29% | +$46.4K | 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% | +$11.5K | 0.16% | 118 |
|
|
2021
Q1 | $137K | Buy |
10,855
+445
| +4% | +$5.62K | 0.16% | 108 |
|
|
2020
Q4 | $130K | Buy |
+10,410
| New | +$130K | 0.15% | 116 |
|