IMA Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-116,265
| Closed | -$1.7M | – | 149 |
|
2014
Q3 | $1.7M | Buy |
116,265
+9,980
| +9% | +$145K | 0.8% | 41 |
|
2014
Q2 | $1.66M | Sell |
106,285
-19,850
| -16% | -$309K | 0.76% | 42 |
|
2014
Q1 | $1.92M | Buy |
126,135
+320
| +0.3% | +$4.88K | 0.9% | 40 |
|
2013
Q4 | $1.93M | Sell |
125,815
-1,960
| -2% | -$30K | 0.92% | 36 |
|
2013
Q3 | $2M | Sell |
127,775
-4,030
| -3% | -$63K | 0.98% | 32 |
|
2013
Q2 | $2.1M | Buy |
+131,805
| New | +$2.1M | 1.14% | 20 |
|