Geneos Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,250	Closed	-$13.2K	–	2096
2024 Q1	$13.2K	Hold	1,250	–	–	﹤0.01%	1478
2023 Q4	$13K	Hold	1,250	–	–	﹤0.01%	1477
2023 Q3	$13K	Hold	1,250	–	–	﹤0.01%	1497
2023 Q2	$12.3K	Hold	1,250	–	–	﹤0.01%	1519
2023 Q1	$13.1K	Hold	1,250	–	–	﹤0.01%	1478
2022 Q4	$12.7K	Hold	1,250	–	–	﹤0.01%	1465
2022 Q3	$12K	Hold	1,250	–	–	﹤0.01%	1461
2022 Q2	$13K	Hold	1,250	–	–	﹤0.01%	1853
2022 Q1	$14K	Hold	1,250	–	–	﹤0.01%	1935
2021 Q4	$16K	Hold	1,250	–	–	﹤0.01%	1990
2021 Q3	$16K	Hold	1,250	–	–	﹤0.01%	2026
2021 Q2	$16K	Hold	1,250	–	–	﹤0.01%	2013
2021 Q1	$16K	Hold	1,250	–	–	﹤0.01%	2173
2020 Q4	$16K	Hold	1,250	–	–	﹤0.01%	2027
2020 Q3	$14K	Hold	1,250	–	–	﹤0.01%	1821
2020 Q2	$14K	Hold	1,250	–	–	﹤0.01%	1768
2020 Q1	$13K	Hold	1,250	–	–	﹤0.01%	1684
2019 Q4	$16K	Hold	1,250	–	–	﹤0.01%	1781
2019 Q3	$16K	Hold	1,250	–	–	﹤0.01%	1704
2019 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1737
2019 Q1	$16K	Hold	1,250	–	–	﹤0.01%	1664
2018 Q4	$15K	Hold	1,250	–	–	﹤0.01%	1623
2018 Q3	$16K	Hold	1,250	–	–	﹤0.01%	1671
2018 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1535
2018 Q1	$17K	Hold	1,250	–	–	﹤0.01%	1451
2017 Q4	$17K	Hold	1,250	–	–	﹤0.01%	1446
2017 Q3	$17K	Hold	1,250	–	–	﹤0.01%	1382
2017 Q2	$17K	Hold	1,250	–	–	﹤0.01%	1333
2017 Q1	$17K	Hold	1,250	–	–	﹤0.01%	1293
2016 Q4	$17K	Hold	1,250	–	–	﹤0.01%	1244
2016 Q3	$17K	Hold	1,250	–	–	﹤0.01%	1182
2016 Q2	$16K	Hold	1,250	–	–	﹤0.01%	1179
2016 Q1	$16K	Buy	+1,250	New	+$16K	﹤0.01%	1154