NewEdge Advisors’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 | $496K | Buy |
45,000
+11,800
| +36% | +$130K | ﹤0.01% | 1694 |
|
|
2025
Q1 | $365K | Sell |
33,200
-2,700
| -8% | -$29.6K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $392K | Sell |
35,900
-2,800
| -7% | -$30.6K | ﹤0.01% | 1709 |
|
|
2024
Q3 | $433K | Sell |
38,700
-4,981
| -11% | -$55.7K | ﹤0.01% | 1557 |
|
|
2024
Q2 | $472K | Sell |
43,681
-6,494
| -13% | -$70.1K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $530K | Sell |
50,175
-18,625
| -27% | -$197K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $718K | Buy |
68,800
+12,100
| +21% | +$126K | 0.01% | 1105 |
|
|
2023
Q3 | $588K | Sell |
56,700
-23,802
| -30% | -$247K | 0.01% | 1100 |
|
|
2023
Q2 | $790K | Sell |
80,502
-80
| -0.1% | -$785 | 0.01% | 977 |
|
|
2023
Q1 | $800K | Buy |
80,582
+800
| +1% | +$7.94K | 0.01% | 890 |
|
|
2022
Q4 | $813K | Sell |
79,782
-3,793
| -5% | -$38.7K | 0.02% | 582 |
|
|
2022
Q3 | $819K | Sell |
83,575
-2,900
| -3% | -$28.4K | 0.01% | 729 |
|
|
2022
Q2 | $930K | Sell |
86,475
-4,504
| -5% | -$48.4K | 0.02% | 699 |
|
|
2022
Q1 | $1.05M | Buy |
90,979
+7,600
| +9% | +$87.8K | 0.02% | 624 |
|
|
2021
Q4 | $1.11M | Buy |
+83,379
| New | +$1.11M | 0.02% | 679 |
|