Sowell Financial Services’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
Q2 | – | Sell |
-21,851
| Closed | -$218K | – | 1057 |
|
|
2025
Q1 | $218K | Buy |
21,851
+12
| +0.1% | +$121 | 0.01% | 897 |
|
|
2024
Q4 | $213K | Sell |
21,839
-19,930
| -48% | -$204K | 0.01% | 501 |
|
|
2024
Q3 | $439K | Hold |
41,769
| – | – | 0.02% | 457 |
|
|
2024
Q2 | $407K | Hold |
41,769
| – | – | 0.02% | 459 |
|
|
2024
Q1 | $407K | Hold |
41,769
| – | – | 0.02% | 480 |
|
|
2023
Q4 | $400K | Sell |
41,769
-332
| -0.8% | -$3.02K | 0.02% | 456 |
|
|
2023
Q3 | $381K | Buy |
42,101
+1,860
| +5% | +$17.3K | 0.02% | 438 |
|
|
2023
Q2 | $377K | Sell |
40,241
-4,994
| -11% | -$46.4K | 0.02% | 490 |
|
|
2023
Q1 | $446K | Sell |
45,235
-1,610
| -3% | -$16.2K | 0.03% | 462 |
|
|
2022
Q4 | $440K | Buy |
46,845
+5,984
| +15% | +$57.8K | 0.03% | 445 |
|
|
2022
Q3 | $376K | Buy |
40,861
+11,673
| +40% | +$122K | 0.04% | 350 |
|
|
2022
Q2 | $302K | Buy |
+29,188
| New | +$312K | 0.03% | 254 |
|
|
2022
Q1 | – | Sell |
-51,356
| Closed | -$673K | – | 255 |
|
|
2021
Q4 | $673K | Sell |
51,356
-3,949
| -7% | -$52K | 0.04% | 396 |
|
|
2021
Q3 | $729K | Buy |
55,305
+7,852
| +17% | +$104K | 0.05% | 341 |
|
|
2021
Q2 | $629K | Buy |
47,453
+18,197
| +62% | +$234K | 0.04% | 388 |
|
|
2021
Q1 | $379K | Sell |
29,256
-24
| -0.1% | -$302 | 0.01% | 754 |
|
|
2020
Q4 | $367K | Hold |
29,280
| – | – | 0.02% | 615 |
|
|
2020
Q3 | $331K | Sell |
29,280
-12
| -0% | -$139 | 0.02% | 582 |
|
|
2020
Q2 | $330K | Buy |
29,292
+8
| +0% | +$87 | 0.02% | 567 |
|
|
2020
Q1 | $310K | Buy |
29,284
+8
| +0% | +$99 | 0.02% | 530 |
|
|
2019
Q4 | $388K | Buy |
29,276
+12
| +0% | +$154 | 0.03% | 520 |
|
|
2019
Q3 | $366K | Buy |
+29,264
| New | +$368K | 0.03% | 486 |
|
|
2019
Q1 | $177K | Buy |
+14,010
| New | +$174K | 0.02% | 537 |
|
|
2018
Q1 | – | Sell |
-21,431
| Closed | -$290K | – | 280 |
|
|
2017
Q4 | $290K | Sell |
21,431
-3,880
| -15% | -$53.3K | 0.07% | 214 |
|
|
2017
Q3 | $355K | Buy |
25,311
+22
| +0.1% | +$308 | 0.09% | 177 |
|
|
2017
Q2 | $360K | Buy |
25,289
+8,541
| +51% | +$119K | 0.1% | 169 |
|
|
2017
Q1 | $234K | Buy |
+16,748
| New | +$234K | 0.07% | 220 |
|
Other funds holding EVV
SIA
GC
CPIG
CIA
