SFWA
EVV
Summit Financial Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,000
| Closed | -$184K | – | 131 |
|
|
2018
Q3 | $184K | Buy |
15,000
+2,250
| +18% | +$27.6K | 0.06% | 140 |
|
|
2018
Q2 | $166K | Hold |
12,750
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $166K | Hold |
12,750
| – | – | 0.05% | 141 |
|
|
2017
Q4 | $174K | Sell |
12,750
-1,466
| -10% | -$20K | 0.06% | 138 |
|
|
2017
Q3 | $199K | Buy |
14,216
+333
| +2% | +$4.66K | 0.07% | 132 |
|
|
2017
Q2 | $196K | Hold |
13,883
| – | – | 0.08% | 143 |
|
|
2017
Q1 | $192K | Sell |
13,883
-4,717
| -25% | -$65.2K | 0.08% | 136 |
|
|
2016
Q4 | $255K | Hold |
18,600
| – | – | 0.11% | 120 |
|
|
2016
Q3 | $255K | Sell |
18,600
-13,950
| -43% | -$191K | 0.11% | 121 |
|
|
2016
Q2 | $437K | Sell |
32,550
-7,700
| -19% | -$103K | 0.18% | 94 |
|
|
2016
Q1 | $530K | Sell |
40,250
-1,500
| -4% | -$19.8K | 0.23% | 78 |
|
|
2015
Q4 | $533K | Sell |
41,750
-7,950
| -16% | -$101K | 0.24% | 78 |
|
|
2015
Q3 | $630K | Sell |
49,700
-3,480
| -7% | -$44.1K | 0.41% | 48 |
|
|
2015
Q2 | $716K | Buy |
+53,180
| New | +$716K | 0.44% | 46 |
|