Melfa Wealth Management’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
Q2 | $286K | Hold |
25,953
| – | – | 0.18% | 133 |
|
|
2025
Q1 | $285K | Hold |
25,953
| – | – | 0.19% | 123 |
|
|
2024
Q4 | $283K | Sell |
25,953
-98
| -0.4% | -$1.07K | 0.19% | 127 |
|
|
2024
Q3 | $291K | Sell |
26,051
-227
| -0.9% | -$2.54K | 0.19% | 122 |
|
|
2024
Q2 | $284K | Sell |
26,278
-456
| -2% | -$4.93K | 0.2% | 122 |
|
|
2024
Q1 | $282K | Sell |
26,734
-522
| -2% | -$5.51K | 0.2% | 116 |
|
|
2023
Q4 | $283K | Sell |
27,256
-641
| -2% | -$6.65K | 0.27% | 85 |
|
|
2023
Q3 | $289K | Buy |
27,897
+152
| +0.5% | +$1.58K | 0.31% | 77 |
|
|
2023
Q2 | $272K | Buy |
27,745
+1,684
| +6% | +$16.5K | 0.28% | 85 |
|
|
2023
Q1 | $272K | Sell |
26,061
-3,477
| -12% | -$36.3K | 0.27% | 87 |
|
|
2022
Q4 | $301K | Buy |
+29,538
| New | +$301K | 0.31% | 83 |
|