Geneos Wealth Management’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 | $6.62K | Sell |
645
-645
| -50% | -$6.62K | ﹤0.01% | 2482 |
|
|
2025
Q1 | $12.9K | Buy |
1,290
+645
| +100% | +$6.44K | ﹤0.01% | 2490 |
|
|
2024
Q4 | $6.3K | Buy |
+645
| New | +$6.3K | ﹤0.01% | 2242 |
|
|
2022
Q1 | – | Sell |
-1,575
| Closed | -$20K | – | 2812 |
|
|
2021
Q4 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 1885 |
|
|
2021
Q3 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 1911 |
|
|
2021
Q2 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q1 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 2081 |
|
|
2020
Q4 | $19K | Hold |
1,575
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q3 | $17K | Hold |
1,575
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q2 | $17K | Hold |
1,575
| – | – | ﹤0.01% | 1685 |
|
|
2020
Q1 | $15K | Hold |
1,575
| – | – | ﹤0.01% | 1626 |
|
|
2019
Q4 | $20K | Hold |
1,575
| – | – | ﹤0.01% | 1688 |
|
|
2019
Q3 | $19K | Hold |
1,575
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q2 | $19K | Hold |
1,575
| – | – | ﹤0.01% | 1651 |
|
|
2019
Q1 | $19K | Buy |
1,575
+930
| +144% | +$11.2K | ﹤0.01% | 1595 |
|
|
2018
Q4 | $7K | Hold |
645
| – | – | ﹤0.01% | 1876 |
|
|
2018
Q3 | $8K | Hold |
645
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q2 | $8K | Hold |
645
| – | – | ﹤0.01% | 1784 |
|
|
2018
Q1 | $8K | Hold |
645
| – | – | ﹤0.01% | 1714 |
|
|
2017
Q4 | $8K | Hold |
645
| – | – | ﹤0.01% | 1699 |
|
|
2017
Q3 | $9K | Hold |
645
| – | – | ﹤0.01% | 1606 |
|
|
2017
Q2 | $9K | Hold |
645
| – | – | ﹤0.01% | 1572 |
|
|
2017
Q1 | $8K | Hold |
645
| – | – | ﹤0.01% | 1552 |
|
|
2016
Q4 | $8K | Hold |
645
| – | – | ﹤0.01% | 1500 |
|
|
2016
Q3 | $8K | Hold |
645
| – | – | ﹤0.01% | 1435 |
|
|
2016
Q2 | $8K | Hold |
645
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q1 | $8K | Buy |
+645
| New | +$8K | ﹤0.01% | 1374 |
|