LPL Financial’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

LPL Financial’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$937K	Sell	87,622 -69,223	-44%	-$752K	﹤0.01%	4248
2025 Q4	$1.71M	Sell	156,845 -8,311	-5%	-$91.8K	﹤0.01%	3545
2025 Q3	$1.87M	Buy	165,156 +86,960	+111%	+$976K	﹤0.01%	3383
2025 Q2	$863K	Sell	78,196 -210,281	-73%	-$2.27M	﹤0.01%	3885
2025 Q1	$3.17M	Buy	288,477 +88,662	+44%	+$979K	﹤0.01%	2524
2024 Q4	$2.18M	Buy	199,815 +147,124	+279%	+$1.64M	﹤0.01%	2775
2024 Q3	$589K	Buy	52,691 +11,279	+27%	+$125K	﹤0.01%	3857
2024 Q2	$447K	Sell	41,412 -1,306	-3%	-$14K	﹤0.01%	3960
2024 Q1	$451K	Sell	42,718 -2,800	-6%	-$29.7K	﹤0.01%	3876
2023 Q4	$472K	Sell	45,518 -1,982	-4%	-$20.1K	﹤0.01%	3707
2023 Q3	$493K	Sell	47,500 -1,777	-4%	-$17.9K	﹤0.01%	3500
2023 Q2	$483K	Buy	49,277 +2,830	+6%	+$27.8K	﹤0.01%	3478
2023 Q1	$485K	Sell	46,447 -138	-0.3%	-$1.45K	﹤0.01%	3354
2022 Q4	$475K	Buy	46,585 +27	+0.1%	+$288	﹤0.01%	3290
2022 Q3	$456K	Sell	46,558 -783	-2%	-$8.57K	﹤0.01%	3236
2022 Q2	$509K	Buy	47,341 +29	+0.1%	+$311	﹤0.01%	3182
2022 Q1	$547K	Buy	47,312 +2,429	+5%	+$29.9K	﹤0.01%	3130
2021 Q4	$596K	Buy	44,883 +8,900	+25%	+$119K	﹤0.01%	3121
2021 Q3	$480K	Buy	35,983 +1,500	+4%	+$20.4K	﹤0.01%	3255
2021 Q2	$458K	Sell	34,483 -1,666	-5%	-$22.1K	﹤0.01%	3240
2021 Q1	$476K	Buy	36,149 +365	+1%	+$4.77K	﹤0.01%	3063
2020 Q4	$442K	Buy	35,784 +7,981	+29%	+$97.5K	﹤0.01%	2862
2020 Q3	$318K	Buy	27,803 +2,626	+10%	+$29.9K	﹤0.01%	2870
2020 Q2	$286K	Buy	25,177 +5,500	+28%	+$61.6K	﹤0.01%	2867
2020 Q1	$215K	Buy	+19,677	New	+$250K	﹤0.01%	2751
2019 Q1	–	Sell	-12,830	Closed	-$160K	–	3204
2018 Q4	$160K	Sell	12,830 -4,416	-26%	-$56K	﹤0.01%	2873
2018 Q3	$223K	Sell	17,246 -5,596	-24%	-$72.4K	﹤0.01%	2915
2018 Q2	$297K	Buy	22,842 +101	+0.4%	+$1.34K	﹤0.01%	2655
2018 Q1	$310K	Sell	22,741 -9,956	-30%	-$138K	﹤0.01%	2576
2017 Q4	$469K	Sell	32,697 -7,068	-18%	-$99.6K	﹤0.01%	2113
2017 Q3	$566K	Buy	39,765 +30	+0.1%	+$428	﹤0.01%	1853
2017 Q2	$558K	Sell	39,735 -22,919	-37%	-$323K	﹤0.01%	1802
2017 Q1	$886K	Buy	62,654 +23,045	+58%	+$321K	0.01%	1336
2016 Q4	$549K	Buy	39,609 +1,110	+3%	+$14.9K	﹤0.01%	1678
2016 Q3	$524K	Sell	38,499 -291	-0.8%	-$3.96K	0.01%	1670
2016 Q2	$523K	Sell	38,790 -38,989	-50%	-$525K	﹤0.01%	1629
2016 Q1	$1.03M	Sell	77,779 -6,808	-8%	-$89K	﹤0.01%	1643
2015 Q4	$1.13M	Buy	84,587 +37,033	+78%	+$491K	﹤0.01%	1582
2015 Q3	$623K	Buy	47,554 +9,493	+25%	+$130K	﹤0.01%	1601
2015 Q2	$529K	Sell	38,061 -2,133	-5%	-$30.8K	﹤0.01%	1855
2015 Q1	$581K	Buy	40,194 +2,500	+7%	+$35.9K	﹤0.01%	1748
2014 Q4	$533K	Buy	37,694 +3,327	+10%	+$47.9K	﹤0.01%	1729
2014 Q3	$502K	Sell	34,367 -7,950	-19%	-$119K	﹤0.01%	1783
2014 Q2	$649K	Sell	42,317 -1,456	-3%	-$22.2K	﹤0.01%	1613
2014 Q1	$665K	Sell	43,773 -11,789	-21%	-$181K	﹤0.01%	1527
2013 Q4	$848K	Sell	55,562 -4,070	-7%	-$62.2K	0.01%	1346
2013 Q3	$906K	Sell	59,632 -68,676	-54%	-$1.06M	0.01%	1247
2013 Q2	$2.08M	Buy	+128,308	New	+$2.16M	0.01%	711