IFP Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,700
| Closed | -$48K | – | 3716 |
|
|
2022
Q4 | $48K | Hold |
3,700
| – | – | ﹤0.01% | 2275 |
|
|
2022
Q3 | $48K | Hold |
3,700
| – | – | ﹤0.01% | 2395 |
|
|
2022
Q2 | $48K | Hold |
3,700
| – | – | ﹤0.01% | 2197 |
|
|
2022
Q1 | $48K | Buy |
+3,700
| New | +$48K | ﹤0.01% | 2197 |
|
|
2019
Q1 | $26K | Sell |
2,000
-1,000
| -33% | -$13K | ﹤0.01% | 1224 |
|
|
2018
Q4 | $38K | Hold |
3,000
| – | – | ﹤0.01% | 1748 |
|
|
2018
Q3 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 2013 |
|
|
2018
Q2 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 2047 |
|
|
2018
Q1 | $43K | Hold |
3,000
| – | – | ﹤0.01% | 1905 |
|
|
2017
Q4 | $43K | Sell |
3,000
-3,090
| -51% | -$44.3K | ﹤0.01% | 1901 |
|
|
2017
Q3 | $87K | Sell |
6,090
-1,251
| -17% | -$17.9K | ﹤0.01% | 1629 |
|
|
2017
Q2 | $103K | Buy |
7,341
+20
| +0.3% | +$281 | ﹤0.01% | 1501 |
|
|
2017
Q1 | $103K | Buy |
7,321
+23
| +0.3% | +$324 | ﹤0.01% | 1472 |
|
|
2016
Q4 | $101K | Buy |
7,298
+24
| +0.3% | +$332 | ﹤0.01% | 1438 |
|
|
2016
Q3 | $100K | Buy |
7,274
+23
| +0.3% | +$316 | 0.01% | 1354 |
|
|
2016
Q2 | $98K | Buy |
7,251
+5,251
| +263% | +$71K | 0.01% | 1344 |
|
|
2016
Q1 | $26K | Sell |
2,000
-5,605
| -74% | -$72.9K | ﹤0.01% | 1224 |
|
|
2015
Q4 | $102K | Buy |
+7,605
| New | +$102K | 0.01% | 1165 |
|