Plante Moran Financial Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,107
| Closed | -$377K | – | 1031 |
|
|
2020
Q4 | $377K | Hold |
30,107
| – | – | 0.12% | 106 |
|
|
2020
Q3 | $341K | Buy |
+30,107
| New | +$341K | 0.12% | 95 |
|
|
2019
Q2 | – | Sell |
-164
| Closed | -$2K | – | 791 |
|
|
2019
Q1 | $2K | Buy |
164
+1
| +0.6% | +$12 | ﹤0.01% | 712 |
|
|
2018
Q4 | $2K | Buy |
163
+2
| +1% | +$25 | ﹤0.01% | 705 |
|
|
2018
Q3 | $2K | Buy |
161
+2
| +1% | +$25 | ﹤0.01% | 687 |
|
|
2018
Q2 | $2K | Buy |
159
+1
| +0.6% | +$13 | ﹤0.01% | 717 |
|
|
2018
Q1 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 831 |
|
|
2015
Q1 | – | Sell |
-462
| Closed | -$7K | – | 741 |
|
|
2014
Q4 | $7K | Buy |
+462
| New | +$7K | 0.01% | 601 |
|