MWM
EVV
Melfa Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Sell |
96,946
-3,182
| -3% | -$32.6K | 0.63% | 39 |
|
|
2025
Q1 | $999K | Sell |
100,128
-49
| -0% | -$489 | 0.67% | 38 |
|
|
2024
Q4 | $979K | Buy |
100,177
+4,845
| +5% | +$47.3K | 0.65% | 41 |
|
|
2024
Q3 | $1M | Sell |
95,332
-1,862
| -2% | -$19.6K | 0.66% | 42 |
|
|
2024
Q2 | $947K | Buy |
97,194
+1,548
| +2% | +$15.1K | 0.66% | 41 |
|
|
2024
Q1 | $933K | Sell |
95,646
-655
| -0.7% | -$6.39K | 0.67% | 40 |
|
|
2023
Q4 | $916K | Sell |
96,301
-7,434
| -7% | -$70.7K | 0.86% | 32 |
|
|
2023
Q3 | $938K | Buy |
103,735
+3,972
| +4% | +$35.9K | 1.02% | 26 |
|
|
2023
Q2 | $934K | Buy |
99,763
+12,220
| +14% | +$114K | 0.95% | 26 |
|
|
2023
Q1 | $862K | Buy |
87,543
+1,068
| +1% | +$10.5K | 0.86% | 31 |
|
|
2022
Q4 | $812K | Buy |
+86,475
| New | +$812K | 0.85% | 33 |
|