IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.9K | Hold |
5,813
| – | – | ﹤0.01% | 2191 |
|
|
2025
Q4 | $57.6K | Hold |
5,813
| – | – | ﹤0.01% | 2113 |
|
|
2025
Q3 | $59K | Sell |
5,813
-1
| -0% | -$10 | ﹤0.01% | 1993 |
|
|
2025
Q2 | $59.7K | Hold |
5,814
| – | – | ﹤0.01% | 1960 |
|
|
2025
Q1 | $58K | Buy |
5,814
+2,410
| +71% | +$24.4K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $33.3K | Sell |
3,404
-567
| -14% | -$5.79K | ﹤0.01% | 2034 |
|
|
2024
Q3 | $41.7K | Buy |
3,971
+1,840
| +86% | +$18.5K | ﹤0.01% | 1810 |
|
|
2024
Q2 | $20.8K | Buy |
2,131
+51
| +2% | +$493 | ﹤0.01% | 2064 |
|
|
2024
Q1 | $20.3K | Buy |
2,080
+51
| +3% | +$498 | ﹤0.01% | 1963 |
|
|
2023
Q4 | $19.4K | Buy |
2,029
+50
| +3% | +$456 | ﹤0.01% | 1928 |
|
|
2023
Q3 | $17.9K | Buy |
1,979
+49
| +3% | +$456 | ﹤0.01% | 1995 |
|
|
2023
Q2 | $18.1K | Buy |
1,930
+48
| +3% | +$446 | ﹤0.01% | 2057 |
|
|
2023
Q1 | $24.1K | Sell |
1,882
-145
| -7% | -$1.46K | ﹤0.01% | 1934 |
|
|
2022
Q4 | $26K | Sell |
2,027
-9
| -0.4% | -$87 | ﹤0.01% | 2687 |
|
|
2022
Q3 | $31K | Buy |
2,036
+50
| +3% | +$523 | ﹤0.01% | 2742 |
|
|
2022
Q2 | $30K | Hold |
1,986
| – | – | ﹤0.01% | 2524 |
|
|
2022
Q1 | $30K | Buy |
+1,986
| New | +$24K | ﹤0.01% | 2524 |
|
|
2019
Q1 | $26K | Sell |
2,002
-1,836
| -48% | -$22.9K | ﹤0.01% | 1225 |
|
|
2018
Q4 | $46K | Buy |
3,838
+195
| +5% | +$2.38K | ﹤0.01% | 1654 |
|
|
2018
Q3 | $46K | Sell |
3,643
-905
| -20% | -$11.5K | ﹤0.01% | 1936 |
|
|
2018
Q2 | $57K | Buy |
4,548
+605
| +15% | +$7.76K | ﹤0.01% | 1836 |
|
|
2018
Q1 | $54K | Hold |
3,943
| – | – | ﹤0.01% | 1766 |
|
|
2017
Q4 | $54K | Sell |
3,943
-3,257
| -45% | -$44.8K | ﹤0.01% | 1782 |
|
|
2017
Q3 | $101K | Sell |
7,200
-2,053
| -22% | -$28.7K | ﹤0.01% | 1548 |
|
|
2017
Q2 | $130K | Sell |
9,253
-967
| -9% | -$13.5K | 0.01% | 1387 |
|
|
2017
Q1 | $141K | Sell |
10,220
-5,247
| -34% | -$73.4K | 0.01% | 1302 |
|
|
2016
Q4 | $212K | Sell |
15,467
-7,614
| -33% | -$102K | 0.01% | 1025 |
|
|
2016
Q3 | $316K | Sell |
23,081
-7,261
| -24% | -$99.2K | 0.02% | 789 |
|
|
2016
Q2 | $408K | Buy |
30,342
+28,340
| +1,416% | +$375K | 0.02% | 627 |
|
|
2016
Q1 | $26K | Sell |
2,002
-9,523
| -83% | -$119K | ﹤0.01% | 1224 |
|
|
2015
Q4 | $147K | Buy |
+11,525
| New | +$148K | 0.01% | 985 |
|
Other funds holding EVV
SIA
GC
CPIG
