Strategic Capital Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-16,080
| Closed | -$213K | – | 60 |
|
2021
Q4 | $213K | Hold |
16,080
| – | – | 0.15% | 56 |
|
2021
Q3 | $214K | Sell |
16,080
-17,820
| -53% | -$237K | 0.17% | 55 |
|
2021
Q2 | $450K | Hold |
33,900
| – | – | 0.37% | 42 |
|
2021
Q1 | $446K | Hold |
33,900
| – | – | 0.39% | 42 |
|
2020
Q4 | $419K | Hold |
33,900
| – | – | 0.36% | 41 |
|
2020
Q3 | $388K | Hold |
33,900
| – | – | 0.36% | 39 |
|
2020
Q2 | $385K | Buy |
+33,900
| New | +$385K | 0.39% | 41 |
|
2020
Q1 | – | Sell |
-22,300
| Closed | -$301K | – | 52 |
|
2019
Q4 | $301K | Buy |
+22,300
| New | +$301K | 0.28% | 54 |
|