Kestra Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.69M | Buy |
284,294
+22,793
| +9% | +$222K | 0.01% | 1123 |
|
|
2025
Q4 | $2.59M | Buy |
261,501
+64,159
| +33% | +$643K | 0.01% | 1068 |
|
|
2025
Q3 | $2M | Buy |
197,342
+47,972
| +32% | +$489K | 0.01% | 1149 |
|
|
2025
Q2 | $1.53M | Buy |
149,370
+18,192
| +14% | +$180K | 0.01% | 1222 |
|
|
2025
Q1 | $1.31M | Sell |
131,178
-6,505
| -5% | -$65.8K | 0.01% | 1225 |
|
|
2024
Q4 | $1.35M | Buy |
137,683
+93,169
| +209% | +$952K | 0.01% | 1225 |
|
|
2024
Q3 | $468K | Sell |
44,514
-18,115
| -29% | -$182K | ﹤0.01% | 1806 |
|
|
2024
Q2 | $610K | Buy |
62,629
+19,690
| +46% | +$190K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $419K | Buy |
42,939
+2,291
| +6% | +$22.4K | ﹤0.01% | 1777 |
|
|
2023
Q4 | $389K | Buy |
40,648
+17,034
| +72% | +$155K | ﹤0.01% | 1680 |
|
|
2023
Q3 | $213K | Sell |
23,614
-12,634
| -35% | -$117K | ﹤0.01% | 1898 |
|
|
2023
Q2 | $339K | Buy |
36,248
+18,367
| +103% | +$171K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $176K | Sell |
17,881
-493
| -3% | -$4.95K | ﹤0.01% | 1874 |
|
|
2022
Q4 | $173K | Sell |
18,374
-6,300
| -26% | -$60.9K | ﹤0.01% | 2056 |
|
|
2022
Q3 | $227K | Sell |
24,674
-1,869
| -7% | -$19.6K | ﹤0.01% | 1787 |
|
|
2022
Q2 | $274K | Sell |
26,543
-3,545
| -12% | -$38K | ﹤0.01% | 1677 |
|
|
2022
Q1 | $352K | Sell |
30,088
-2,254
| -7% | -$27.2K | ﹤0.01% | 1502 |
|
|
2021
Q4 | $424K | Sell |
32,342
-89,450
| -73% | -$1.18M | ﹤0.01% | 1404 |
|
|
2021
Q3 | $1.6M | Buy |
121,792
+35,798
| +42% | +$475K | 0.02% | 797 |
|
|
2021
Q2 | $1.14M | Buy |
85,994
+774
| +0.9% | +$9.97K | 0.01% | 880 |
|
|
2021
Q1 | $1.08M | Sell |
85,220
-42,747
| -33% | -$538K | 0.01% | 831 |
|
|
2020
Q4 | $1.59M | Buy |
127,967
+44,714
| +54% | +$538K | 0.02% | 679 |
|
|
2020
Q3 | $942K | Buy |
+83,253
| New | +$962K | 0.02% | 636 |
|
Other funds holding EVV
SIA
GC
CPIG
