Steward Partners Investment Advisory’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
22,213
+721
| +3% | +$7.4K | ﹤0.01% | 1698 |
|
|
2025
Q1 | $214K | Hold |
21,492
| – | – | ﹤0.01% | 1613 |
|
|
2024
Q4 | $210K | Buy |
21,492
+18,885
| +724% | +$185K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $27.4K | Buy |
2,607
+2,061
| +377% | +$21.7K | ﹤0.01% | 2515 |
|
|
2024
Q2 | $5.32K | Hold |
546
| – | – | ﹤0.01% | 3021 |
|
|
2024
Q1 | $5.32K | Hold |
546
| – | – | ﹤0.01% | 3024 |
|
|
2023
Q4 | $5.23K | Sell |
546
-2,457
| -82% | -$23.5K | ﹤0.01% | 2941 |
|
|
2023
Q3 | $27.1K | Hold |
3,003
| – | – | ﹤0.01% | 2168 |
|
|
2023
Q2 | $28.1K | Buy |
3,003
+2,457
| +450% | +$23K | ﹤0.01% | 2117 |
|
|
2023
Q1 | $5.38K | Hold |
546
| – | – | ﹤0.01% | 2767 |
|
|
2022
Q4 | $5.13K | Sell |
546
-2,511
| -82% | -$23.6K | ﹤0.01% | 2764 |
|
|
2022
Q3 | $28K | Buy |
3,057
+2,511
| +460% | +$23K | ﹤0.01% | 2061 |
|
|
2022
Q2 | $6K | Hold |
546
| – | – | ﹤0.01% | 2687 |
|
|
2022
Q1 | $6K | Sell |
546
-129
| -19% | -$1.42K | ﹤0.01% | 2820 |
|
|
2021
Q4 | $9K | Hold |
675
| – | – | ﹤0.01% | 2635 |
|
|
2021
Q3 | $9K | Hold |
675
| – | – | ﹤0.01% | 2626 |
|
|
2021
Q2 | $9K | Sell |
675
-3,000
| -82% | -$40K | ﹤0.01% | 6249 |
|
|
2021
Q1 | $46.4K | Buy |
3,675
+3,000
| +444% | +$37.9K | ﹤0.01% | 2024 |
|
|
2020
Q4 | $8K | Hold |
675
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q3 | $8K | Sell |
675
-8,062
| -92% | -$95.6K | ﹤0.01% | 2213 |
|
|
2020
Q2 | $98K | Hold |
8,737
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q1 | $92K | Hold |
8,737
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q4 | $115K | Hold |
8,737
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q3 | $109K | Buy |
8,737
+8,062
| +1,194% | +$101K | ﹤0.01% | 1054 |
|
|
2019
Q2 | $8K | Buy |
+675
| New | +$8K | ﹤0.01% | 2064 |
|
|
2018
Q4 | – | Sell |
-1,338
| Closed | -$17K | – | 1183 |
|
|
2018
Q3 | $17K | Sell |
1,338
-2,500
| -65% | -$31.8K | ﹤0.01% | 1627 |
|
|
2018
Q2 | $48K | Buy |
3,838
+703
| +22% | +$8.79K | ﹤0.01% | 1112 |
|
|
2018
Q1 | $40K | Hold |
3,135
| – | – | ﹤0.01% | 1076 |
|
|
2017
Q4 | $42K | Hold |
3,135
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $43K | Buy |
3,135
+2,460
| +364% | +$33.7K | ﹤0.01% | 728 |
|
|
2017
Q2 | $9K | Hold |
675
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q1 | $9K | Hold |
675
| – | – | ﹤0.01% | 964 |
|
|
2016
Q4 | $9K | Buy |
+675
| New | +$9K | ﹤0.01% | 572 |
|