Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Sell |
300
-240
| -44% | -$3.2K | ﹤0.01% | 2462 |
|
|
2021
Q3 | $7K | Hold |
540
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q2 | $7K | Hold |
540
| – | – | ﹤0.01% | 2097 |
|
|
2021
Q1 | $7K | Hold |
540
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q4 | $7K | Hold |
540
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q3 | $6K | Buy |
+540
| New | +$6K | ﹤0.01% | 1775 |
|
|
2020
Q2 | – | Sell |
-540
| Closed | -$6K | – | 984 |
|
|
2020
Q1 | $6K | Hold |
540
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q4 | $7K | Buy |
540
+40
| +8% | +$519 | ﹤0.01% | 1873 |
|
|
2019
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q2 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 1785 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$6K | – | 1750 |
|
|
2018
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1488 |
|
|
2018
Q3 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 1122 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$7K | – | 587 |
|
|
2017
Q3 | $7K | Sell |
500
-500
| -50% | -$7K | ﹤0.01% | 1324 |
|
|
2017
Q2 | $14K | Sell |
1,000
-700
| -41% | -$9.8K | ﹤0.01% | 1201 |
|
|
2017
Q1 | $24K | Sell |
1,700
-1,500
| -47% | -$21.2K | 0.01% | 978 |
|
|
2016
Q4 | $44K | Buy |
+3,200
| New | +$44K | 0.01% | 1019 |
|