GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-4,105	Closed	-$41.7K	–	882
2025 Q3	$41.7K	Hold	4,105	–	–	﹤0.01%	721
2025 Q2	$42.1K	Hold	4,105	–	–	﹤0.01%	672
2025 Q1	$41K	Hold	4,105	–	–	0.01%	656
2024 Q4	$40.1K	Hold	4,105	–	–	0.01%	627
2024 Q3	$43.1K	Hold	4,105	–	–	0.01%	614
2024 Q2	$40K	Hold	4,105	–	–	0.01%	589
2024 Q1	$40K	Hold	4,105	–	–	0.01%	560
2023 Q4	$39.3K	Sell	4,105 -11,485	-74%	-$105K	0.01%	544
2023 Q3	$141K	Hold	15,590	–	–	0.03%	288
2023 Q2	$146K	Sell	15,590 -3,889	-20%	-$36.2K	0.03%	290
2023 Q1	$192K	Hold	19,479	–	–	0.04%	244
2022 Q4	$183K	Hold	19,479	–	–	0.06%	100
2022 Q3	$179K	Hold	19,479	–	–	0.05%	218
2022 Q2	$201K	Buy	19,479 +16,374	+527%	+$175K	0.05%	207
2022 Q1	$36K	Buy	3,105 +1,855	+148%	+$22.4K	0.01%	475
2021 Q4	$16K	Hold	1,250	–	–	﹤0.01%	634
2021 Q3	$16K	Sell	1,250 -1,800	-59%	-$23.9K	﹤0.01%	615
2021 Q2	$40K	Hold	3,050	–	–	0.01%	449
2021 Q1	$38K	Buy	+3,050	New	+$38.4K	0.01%	426