Sigma Planning Corp’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-56,363
Closed -$595K 1205
2024
Q1
$595K Buy
+56,363
New +$595K 0.02% 693
2023
Q4
Sell
-20,909
Closed -$217K 935
2023
Q3
$217K Buy
20,909
+80
+0.4% +$830 0.01% 1059
2023
Q2
$204K Sell
20,829
-2,713
-12% -$26.6K 0.01% 1093
2023
Q1
$246K Buy
23,542
+138
+0.6% +$1.44K 0.01% 1087
2022
Q4
$238K Sell
23,404
-3,004
-11% -$30.6K 0.01% 1064
2022
Q3
$259K Buy
26,408
+3,842
+17% +$37.7K 0.01% 992
2022
Q2
$243K Buy
22,566
+2,006
+10% +$21.6K 0.01% 1080
2022
Q1
$238K Buy
+20,560
New +$238K 0.01% 1153