SeaCrest Wealth Management’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
2025 Q1	–	Sell	-17,243	Closed	-$168K	–	672
2024 Q4	$168K	Sell	17,243 -270	-2%	-$2.76K	0.02%	626
2024 Q3	$184K	Hold	17,513	–	–	0.02%	622
2024 Q2	$171K	Sell	17,513 -6,305	-26%	-$60.9K	0.02%	587
2024 Q1	$232K	Sell	23,818 -1,810	-7%	-$17.7K	0.03%	526
2023 Q4	$248K	Sell	25,628 -1,824	-7%	-$16.6K	0.03%	516
2023 Q3	$248K	Buy	27,452 +256	+0.9%	+$2.38K	0.03%	507
2023 Q2	$255K	Buy	27,196 +608	+2%	+$5.65K	0.03%	508
2023 Q1	$262K	Buy	26,588 +4,361	+20%	+$43.8K	0.04%	503
2022 Q4	$209K	Buy	22,227 +1,834	+9%	+$17.7K	0.03%	552
2022 Q3	$188K	Buy	20,393 +69	+0.3%	+$722	0.03%	556
2022 Q2	$210K	Sell	20,324 -13	-0.1%	-$139	0.03%	584
2022 Q1	$238K	Buy	20,337 +9,878	+94%	+$119K	0.03%	594
2021 Q4	$137K	Buy	10,459 +165	+2%	+$2.17K	0.02%	674
2021 Q3	$136K	Buy	+10,294	New	+$137K	0.02%	645
2019 Q2	–	Sell	-10,303	Closed	-$130K	–	922
2019 Q1	$130K	Hold	10,303	–	–	0.02%	604
2018 Q4	$123K	Sell	10,303 -3,500	-25%	-$42.7K	0.03%	583
2018 Q3	$175K	Sell	13,803 -495	-3%	-$6.27K	0.03%	553
2018 Q2	$180K	Sell	14,298 -399	-3%	-$5.12K	0.03%	526
2018 Q1	$191K	Sell	14,697 -1,721	-10%	-$22.8K	0.04%	498
2017 Q4	$224K	Buy	+16,418	New	+$226K	0.04%	453