Summit Financial’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 | $1.63M | Buy |
158,758
+64,642
| +69% | +$663K | 0.04% | 327 |
|
|
2025
Q1 | $939K | Buy |
94,116
+11,967
| +15% | +$119K | 0.03% | 387 |
|
|
2024
Q4 | $803K | Buy |
82,149
+8,680
| +12% | +$84.8K | 0.03% | 359 |
|
|
2024
Q3 | $772K | Buy |
73,469
+16,843
| +30% | +$177K | 0.03% | 302 |
|
|
2024
Q2 | $552K | Buy |
56,626
+39,440
| +229% | +$384K | 0.03% | 312 |
|
|
2024
Q1 | $168K | Buy |
+17,186
| New | +$168K | 0.01% | 376 |
|