Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,221
| Closed | -$14K | – | 2768 |
|
|
2020
Q2 | $14K | Hold |
1,221
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q1 | $13K | Hold |
1,221
| – | – | ﹤0.01% | 1754 |
|
|
2019
Q4 | $16K | Sell |
1,221
-500
| -29% | -$6.55K | ﹤0.01% | 1832 |
|
|
2019
Q3 | $22K | Hold |
1,721
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q2 | $23K | Buy |
+1,721
| New | +$23K | ﹤0.01% | 1657 |
|
|
2018
Q4 | – | Sell |
-1,721
| Closed | -$22K | – | 1178 |
|
|
2018
Q3 | $22K | Hold |
1,721
| – | – | ﹤0.01% | 1511 |
|
|
2018
Q2 | $22K | Hold |
1,721
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q1 | $23K | Hold |
1,721
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q4 | $24K | Sell |
1,721
-2,083
| -55% | -$29K | ﹤0.01% | 1056 |
|
|
2017
Q3 | $54K | Hold |
3,804
| – | – | 0.01% | 673 |
|
|
2017
Q2 | $53K | Hold |
3,804
| – | – | 0.01% | 611 |
|
|
2017
Q1 | $53K | Buy |
3,804
+2,075
| +120% | +$28.9K | 0.01% | 539 |
|
|
2016
Q4 | $23K | Buy |
+1,729
| New | +$23K | 0.01% | 428 |
|