Global Retirement Partners’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 | $69.6K | Buy |
+6,783
| New | +$69.6K | ﹤0.01% | 1600 |
|
|
2024
Q4 | $1.08K | Hold |
111
| – | – | ﹤0.01% | 3257 |
|
|
2024
Q3 | $1.17K | Hold |
111
| – | – | ﹤0.01% | 3096 |
|
|
2024
Q2 | $1.08K | Sell |
111
-455
| -80% | -$4.43K | ﹤0.01% | 3138 |
|
|
2024
Q1 | $5.52K | Buy |
566
+5
| +0.9% | +$49 | ﹤0.01% | 2355 |
|
|
2023
Q4 | $5.34K | Buy |
561
+450
| +405% | +$4.28K | ﹤0.01% | 2297 |
|
|
2023
Q3 | $998 | Hold |
111
| – | – | ﹤0.01% | 2772 |
|
|
2023
Q2 | $1.04K | Hold |
111
| – | – | ﹤0.01% | 2771 |
|
|
2023
Q1 | $1.04K | Sell |
111
-2,045
| -95% | -$19.1K | ﹤0.01% | 2720 |
|
|
2022
Q4 | $20.2K | Hold |
2,156
| – | – | ﹤0.01% | 1476 |
|
|
2022
Q3 | $20K | Hold |
2,156
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $22K | Hold |
2,156
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q1 | $22K | Buy |
+2,156
| New | +$22K | ﹤0.01% | 1316 |
|
|
2021
Q4 | – | Sell |
-2,156
| Closed | -$28K | – | 692 |
|
|
2021
Q3 | $28K | Hold |
2,156
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q2 | $29K | Hold |
2,156
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q1 | $27K | Hold |
2,156
| – | – | ﹤0.01% | 1004 |
|
|
2020
Q4 | $27K | Buy |
+2,156
| New | +$27K | ﹤0.01% | 939 |
|