Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,330
| Closed | -$29K | – | 456 |
|
|
2015
Q3 | $29K | Sell |
2,330
-1,120
| -32% | -$13.9K | 0.01% | 498 |
|
|
2015
Q2 | $46K | Hold |
3,450
| – | – | 0.01% | 431 |
|
|
2015
Q1 | $50K | Buy |
3,450
+1,230
| +55% | +$17.8K | 0.01% | 429 |
|
|
2014
Q4 | $31K | Hold |
2,220
| – | – | 0.01% | 464 |
|
|
2014
Q3 | $32K | Sell |
2,220
-800
| -26% | -$11.5K | 0.01% | 479 |
|
|
2014
Q2 | $47K | Hold |
3,020
| – | – | 0.02% | 399 |
|
|
2014
Q1 | $46K | Buy |
+3,020
| New | +$46K | 0.02% | 359 |
|
|
2013
Q4 | – | Sell |
-3,020
| Closed | -$47K | – | 860 |
|
|
2013
Q3 | $47K | Buy |
3,020
+20
| +0.7% | +$311 | 0.03% | 309 |
|
|
2013
Q2 | $48K | Buy |
+3,000
| New | +$48K | 0.03% | 295 |
|