HWM
EVV
Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-105,410
| Closed | -$1.04M | – | 104 |
|
|
2023
Q1 | $1.04M | Sell |
105,410
-4,915
| -4% | -$48.4K | 0.87% | 31 |
|
|
2022
Q4 | $1.04M | Sell |
110,325
-193,485
| -64% | -$1.82M | 0.85% | 35 |
|
|
2022
Q3 | $2.8M | Sell |
303,810
-9,208
| -3% | -$84.8K | 1.98% | 13 |
|
|
2022
Q2 | $3.23M | Sell |
313,018
-10,545
| -3% | -$109K | 3.42% | 8 |
|
|
2022
Q1 | $3.79M | Buy |
323,563
+29,515
| +10% | +$345K | 2.06% | 11 |
|
|
2021
Q4 | $3.85M | Buy |
294,048
+19,089
| +7% | +$250K | 2.03% | 13 |
|
|
2021
Q3 | $3.62M | Buy |
274,959
+15,667
| +6% | +$206K | 2.03% | 12 |
|
|
2021
Q2 | $3.44M | Buy |
259,292
+20,688
| +9% | +$274K | 1.89% | 12 |
|
|
2021
Q1 | $3.01M | Buy |
238,604
+34,790
| +17% | +$439K | 1.76% | 14 |
|
|
2020
Q4 | $2.55M | Sell |
203,814
-28,558
| -12% | -$358K | 1.59% | 15 |
|
|
2020
Q3 | $2.63M | Sell |
232,372
-19,340
| -8% | -$219K | 1.87% | 15 |
|
|
2020
Q2 | $2.84M | Sell |
251,712
-15,123
| -6% | -$170K | 2.32% | 12 |
|
|
2020
Q1 | $2.82M | Buy |
266,835
+60,963
| +30% | +$644K | 2.96% | 10 |
|
|
2019
Q4 | $2.73M | Buy |
+205,872
| New | +$2.73M | 2.28% | 11 |
|