NewEdge Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Sell	31,300 -12,800	-29%	-$139K	﹤0.01%	2256
2025 Q4	$482K	Buy	44,100 +300	+0.7%	+$3.31K	﹤0.01%	1992
2025 Q3	$496K	Sell	43,800 -1,200	-3%	-$13.5K	﹤0.01%	1821
2025 Q2	$496K	Buy	45,000 +11,800	+36%	+$127K	﹤0.01%	1694
2025 Q1	$365K	Sell	33,200 -2,700	-8%	-$29.8K	﹤0.01%	1767
2024 Q4	$392K	Sell	35,900 -2,800	-7%	-$31.2K	﹤0.01%	1709
2024 Q3	$433K	Sell	38,700 -4,981	-11%	-$55K	﹤0.01%	1557
2024 Q2	$472K	Sell	43,681 -6,494	-13%	-$69.4K	﹤0.01%	1455
2024 Q1	$530K	Sell	50,175 -18,625	-27%	-$198K	﹤0.01%	1314
2023 Q4	$718K	Buy	68,800 +12,100	+21%	+$123K	0.01%	1105
2023 Q3	$588K	Sell	56,700 -23,802	-30%	-$239K	0.01%	1100
2023 Q2	$790K	Sell	80,502 -80	-0.1%	-$785	0.01%	977
2023 Q1	$800K	Buy	80,582 +800	+1%	+$8.39K	0.01%	890
2022 Q4	$813K	Sell	79,782 -3,793	-5%	-$40.4K	0.02%	582
2022 Q3	$819K	Sell	83,575 -2,900	-3%	-$31.7K	0.01%	729
2022 Q2	$930K	Sell	86,475 -4,504	-5%	-$48.4K	0.02%	700
2022 Q1	$1.05M	Buy	90,979 +7,600	+9%	+$93.4K	0.02%	628
2021 Q4	$1.11M	Buy	+83,379	New	+$1.11M	0.02%	679