Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,253
| Closed | -$112K | – | 2790 |
|
|
2024
Q4 | $112K | Buy |
+10,253
| New | +$112K | ﹤0.01% | 2550 |
|
|
2021
Q4 | – | Sell |
-21,552
| Closed | -$287K | – | 2073 |
|
|
2021
Q3 | $287K | Buy |
21,552
+4,779
| +28% | +$63.6K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $223K | Buy |
16,773
+580
| +4% | +$7.71K | ﹤0.01% | 1789 |
|
|
2021
Q1 | $213K | Buy |
16,193
+1,770
| +12% | +$23.3K | ﹤0.01% | 1694 |
|
|
2020
Q4 | $178K | Buy |
14,423
+3,709
| +35% | +$45.8K | ﹤0.01% | 1735 |
|
|
2020
Q3 | $123K | Buy |
+10,714
| New | +$123K | ﹤0.01% | 1355 |
|