IHT Wealth Management’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
2021 Q4	–	Sell	-10,504	Closed	-$138K	–	824
2021 Q3	$138K	Sell	10,504 -195,421	-95%	-$2.59M	0.01%	767
2021 Q2	$2.73M	Sell	205,925 -19,263	-9%	-$248K	0.17%	122
2021 Q1	$2.84M	Sell	225,188 -24,162	-10%	-$304K	0.2%	106
2020 Q4	$3.12M	Buy	249,350 +22	+0%	+$265	0.26%	86
2020 Q3	$2.82M	Buy	+249,328	New	+$2.88M	0.28%	83
2020 Q2	–	Sell	-244,263	Closed	-$2.58M	–	595
2020 Q1	$2.58M	Sell	244,263 -7,059	-3%	-$87.4K	0.37%	64
2019 Q4	$3.33M	Sell	251,322 -1,050	-0.4%	-$13.5K	0.39%	54
2019 Q3	$3.15M	Sell	252,372 -2,000	-0.8%	-$25.1K	0.43%	51
2019 Q2	$3.22M	Sell	254,372 -380	-0.1%	-$4.8K	0.47%	43
2019 Q1	$3.22M	Sell	254,752 -1,378	-0.5%	-$17.2K	0.54%	32
2018 Q4	$3.05M	Buy	256,130 +243,783	+1,974%	+$2.97M	0.59%	32
2018 Q3	$157K	Buy	12,347 +21	+0.2%	+$266	0.03%	407
2018 Q2	$155K	Buy	12,326 +21	+0.2%	+$269	0.04%	392
2018 Q1	$160K	Buy	12,305 +24	+0.2%	+$318	0.04%	390
2017 Q4	$167K	Buy	12,281 +1,262	+11%	+$17.3K	0.04%	384
2017 Q3	$155K	Buy	11,019 +5,904	+115%	+$82.7K	0.07%	297
2017 Q2	$1	Hold	5,115	–	–	﹤0.01%	1299
2017 Q1	$56K	Buy	5,115 +4,719	+1,192%	+$66K	0.04%	392
2016 Q4	$5K	Buy	+396	New	+$5.31K	﹤0.01%	910