Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$7K | – | 463 |
|
|
2016
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 832 |
|
|
2016
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 842 |
|
|
2016
Q1 | $7K | Sell |
500
-2,096
| -81% | -$29.3K | ﹤0.01% | 776 |
|
|
2015
Q4 | $33K | Hold |
2,596
| – | – | 0.01% | 470 |
|
|
2015
Q3 | $33K | Hold |
2,596
| – | – | 0.01% | 462 |
|
|
2015
Q2 | $35K | Hold |
2,596
| – | – | 0.01% | 462 |
|
|
2015
Q1 | $37K | Buy |
+2,596
| New | +$37K | 0.02% | 440 |
|