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