Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,364
| Closed | -$140K | – | 440 |
|
|
2019
Q2 | $140K | Hold |
10,364
| – | – | 0.03% | 455 |
|
|
2019
Q1 | $134K | Hold |
10,364
| – | – | 0.03% | 428 |
|
|
2018
Q4 | $129K | Buy |
+10,364
| New | +$129K | 0.05% | 251 |
|
|
2018
Q2 | – | Sell |
-20,349
| Closed | -$276K | – | 219 |
|
|
2018
Q1 | $276K | Hold |
20,349
| – | – | 0.08% | 238 |
|
|
2017
Q4 | $290K | Sell |
20,349
-15,242
| -43% | -$217K | 0.07% | 308 |
|
|
2017
Q3 | $506K | Buy |
35,591
+15,242
| +75% | +$217K | 0.16% | 181 |
|
|
2017
Q2 | $285K | Buy |
+20,349
| New | +$285K | 0.08% | 325 |
|