OBWG
EVV
Onyx Bridge Wealth Group’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 | $140K | Sell |
13,672
-1,490
| -10% | -$15.3K | 0.02% | 297 |
|
|
2025
Q1 | $151K | Buy |
15,162
+236
| +2% | +$2.36K | 0.02% | 275 |
|
|
2024
Q4 | $146K | Buy |
14,926
+252
| +2% | +$2.46K | 0.02% | 267 |
|
|
2024
Q3 | $154K | Buy |
14,674
+234
| +2% | +$2.46K | 0.02% | 265 |
|
|
2024
Q2 | $141K | Buy |
14,440
+138
| +1% | +$1.34K | 0.02% | 253 |
|
|
2024
Q1 | $135K | Sell |
14,302
-5,122
| -26% | -$48.4K | 0.02% | 244 |
|
|
2023
Q4 | $186K | Buy |
19,424
+205
| +1% | +$1.96K | 0.04% | 232 |
|
|
2023
Q3 | $174K | Buy |
19,219
+202
| +1% | +$1.83K | 0.04% | 216 |
|
|
2023
Q2 | $178K | Buy |
19,017
+197
| +1% | +$1.84K | 0.04% | 218 |
|
|
2023
Q1 | $185K | Buy |
18,820
+227
| +1% | +$2.24K | 0.07% | 165 |
|
|
2022
Q4 | $181K | Buy |
18,593
+5,629
| +43% | +$54.7K | 0.07% | 165 |
|
|
2022
Q3 | $118K | Sell |
12,964
-7,638
| -37% | -$69.5K | 0.05% | 155 |
|
|
2022
Q2 | $213K | Sell |
20,602
-19,750
| -49% | -$204K | 0.09% | 136 |
|
|
2022
Q1 | $447K | Sell |
40,352
-4,339
| -10% | -$48.1K | 0.17% | 73 |
|
|
2021
Q4 | $588K | Sell |
44,691
-1,550
| -3% | -$20.4K | 0.2% | 63 |
|
|
2021
Q3 | $613K | Buy |
46,241
+154
| +0.3% | +$2.04K | 0.23% | 53 |
|
|
2021
Q2 | $599K | Buy |
46,087
+1,739
| +4% | +$22.6K | 0.26% | 39 |
|
|
2021
Q1 | $560K | Hold |
44,348
| – | – | 0.28% | 42 |
|
|
2020
Q4 | $556K | Buy |
+44,348
| New | +$556K | 0.36% | 37 |
|