IWM
EVV
Iams 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
20,000
| – | – | 0.09% | 162 |
|
|
2025
Q1 | $200K | Hold |
20,000
| – | – | 0.09% | 156 |
|
|
2024
Q4 | $195K | Hold |
20,000
| – | – | 0.09% | 160 |
|
|
2024
Q3 | $210K | Hold |
20,000
| – | – | 0.1% | 142 |
|
|
2024
Q2 | $195K | Buy |
+20,000
| New | +$195K | 0.11% | 136 |
|