SMFS
EVV
Squar Milner Financial Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-25,600
| Closed | -$289K | – | 59 |
|
2020
Q2 | $289K | Hold |
25,600
| – | – | 0.16% | 158 |
|
2020
Q1 | $270K | Sell |
25,600
-11,224
| -30% | -$118K | 0.16% | 132 |
|
2019
Q4 | $487K | Buy |
36,824
+11,224
| +44% | +$148K | 0.24% | 93 |
|
2019
Q3 | $290K | Sell |
25,600
-11,224
| -30% | -$127K | 0.15% | 161 |
|
2019
Q2 | $466K | Sell |
36,824
-1,100
| -3% | -$13.9K | 0.31% | 71 |
|
2019
Q1 | $479K | Hold |
37,924
| – | – | 0.35% | 63 |
|
2018
Q4 | $452K | Sell |
37,924
-3,600
| -9% | -$42.9K | 0.43% | 53 |
|
2018
Q3 | $527K | Hold |
41,524
| – | – | 0.47% | 47 |
|
2018
Q2 | $522K | Hold |
41,524
| – | – | 0.46% | 52 |
|
2018
Q1 | $541K | Buy |
41,524
+6,024
| +17% | +$78.5K | 0.68% | 42 |
|
2017
Q4 | $480K | Buy |
+35,500
| New | +$480K | 0.58% | 48 |
|