Onyx Bridge Wealth Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134K	Buy	14,130 +483	+4%	+$4.71K	0.01%	356
2025 Q4	$135K	Sell	13,647 -234	-2%	-$2.35K	0.01%	350
2025 Q3	$141K	Buy	13,881 +209	+2%	+$2.13K	0.02%	350
2025 Q2	$140K	Sell	13,672 -1,490	-10%	-$14.7K	0.02%	297
2025 Q1	$151K	Buy	15,162 +236	+2%	+$2.39K	0.02%	275
2024 Q4	$146K	Buy	14,926 +252	+2%	+$2.57K	0.02%	267
2024 Q3	$154K	Buy	14,674 +234	+2%	+$2.35K	0.02%	265
2024 Q2	$141K	Buy	14,440 +138	+1%	+$1.33K	0.02%	253
2024 Q1	$135K	Sell	14,302 -5,122	-26%	-$50K	0.02%	244
2023 Q4	$186K	Buy	19,424 +205	+1%	+$1.87K	0.04%	232
2023 Q3	$174K	Buy	19,219 +202	+1%	+$1.88K	0.04%	216
2023 Q2	$178K	Buy	19,017 +197	+1%	+$1.83K	0.04%	218
2023 Q1	$185K	Buy	18,820 +227	+1%	+$2.28K	0.07%	165
2022 Q4	$181K	Buy	18,593 +5,629	+43%	+$54.4K	0.07%	165
2022 Q3	$118K	Sell	12,964 -7,638	-37%	-$80K	0.05%	155
2022 Q2	$213K	Sell	20,602 -19,750	-49%	-$211K	0.09%	136
2022 Q1	$447K	Sell	40,352 -4,339	-10%	-$52.4K	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%	+$22.4K	0.26%	39
2021 Q1	$560K	Hold	44,348	–	–	0.28%	42
2020 Q4	$556K	Buy	+44,348	New	+$534K	0.36%	37