Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
13,332
+266
| +2% | +$2.93K | 0.01% | 993 |
|
|
2025
Q1 | $143K | Buy |
+13,066
| New | +$143K | 0.01% | 957 |
|
|
2023
Q2 | – | Sell |
-12,963
| Closed | -$135K | – | 636 |
|
|
2023
Q1 | $135K | Buy |
+12,963
| New | +$135K | 0.01% | 716 |
|
|
2021
Q2 | – | Sell |
-11,027
| Closed | -$147K | – | 1188 |
|
|
2021
Q1 | $147K | Buy |
+11,027
| New | +$147K | 0.01% | 1200 |
|