KWM
EVV

Kanen Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Kanen Wealth Management’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.12M Buy
401,569
+34,350
+9% +$352K 1.58% 14
2025
Q1 		$3.66M Buy
367,219
+137,994
+60% +$1.38M 1.48% 16
2024
Q4 		$2.24M Buy
+229,225
New +$2.24M 0.83% 16