SWA
EVV
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $113K | Hold |
12,460
| – | – | 0.06% | 156 |
|
|
2023
Q2 | $117K | Hold |
12,460
| – | – | 0.06% | 155 |
|
|
2023
Q1 | $123K | Hold |
12,460
| – | – | 0.07% | 143 |
|
|
2022
Q4 | $117K | Hold |
12,460
| – | – | 0.04% | 230 |
|
|
2022
Q3 | $115K | Buy |
12,460
+6,444
| +107% | +$59.3K | 0.05% | 232 |
|
|
2022
Q2 | $62.1K | Buy |
+6,016
| New | +$62.1K | 0.02% | 325 |
|