Summit Financial Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,000	Closed	-$184K	–	131
2018 Q3	$184K	Buy	15,000 +2,250	+18%	+$28.5K	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%	-$20.1K	0.06%	138
2017 Q3	$199K	Buy	14,216 +333	+2%	+$4.66K	0.07%	133
2017 Q2	$196K	Hold	13,883	–	–	0.08%	143
2017 Q1	$192K	Sell	13,883 -4,717	-25%	-$66K	0.08%	136
2016 Q4	$255K	Hold	18,600	–	–	0.11%	120
2016 Q3	$255K	Sell	18,600 -13,950	-43%	-$190K	0.11%	121
2016 Q2	$437K	Sell	32,550 -7,700	-19%	-$102K	0.18%	94
2016 Q1	$530K	Sell	40,250 -1,500	-4%	-$18.7K	0.23%	78
2015 Q4	$533K	Sell	41,750 -7,950	-16%	-$102K	0.24%	78
2015 Q3	$630K	Sell	49,700 -3,480	-7%	-$46.3K	0.41%	48
2015 Q2	$716K	Buy	+53,180	New	+$757K	0.44%	46