Spire Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.4K | Hold |
7,838
| – | – | ﹤0.01% | 1048 |
|
|
2025
Q1 | $78.2K | Buy |
7,838
+60
| +0.8% | +$599 | ﹤0.01% | 1130 |
|
|
2024
Q4 | $76K | Buy |
+7,778
| New | +$76K | ﹤0.01% | 1136 |
|
|
2022
Q2 | – | Sell |
-8,636
| Closed | -$101K | – | 2706 |
|
|
2022
Q1 | $101K | Sell |
8,636
-153
| -2% | -$1.79K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $115K | Buy |
8,789
+1,951
| +29% | +$25.5K | ﹤0.01% | 1342 |
|
|
2021
Q3 | $90K | Buy |
+6,838
| New | +$90K | ﹤0.01% | 1229 |
|
|
2021
Q2 | – | Sell |
-893
| Closed | -$11K | – | 2696 |
|
|
2021
Q1 | $11K | Buy |
+893
| New | +$11K | ﹤0.01% | 2376 |
|