WWM
EVV
Wagner Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,550
| Closed | -$14K | – | 401 |
|
|
2022
Q3 | $14K | Hold |
1,550
| – | – | 0.01% | 369 |
|
|
2022
Q2 | $16K | Buy |
+1,550
| New | +$16K | 0.01% | 359 |
|
|
2022
Q1 | – | Sell |
-6,178
| Closed | -$81K | – | 356 |
|
|
2021
Q4 | $81K | Buy |
6,178
+19
| +0.3% | +$249 | 0.06% | 194 |
|
|
2021
Q3 | $81K | Sell |
6,159
-831
| -12% | -$10.9K | 0.06% | 187 |
|
|
2021
Q2 | $93K | Sell |
6,990
-148
| -2% | -$1.97K | 0.07% | 195 |
|
|
2021
Q1 | $90K | Buy |
+7,138
| New | +$90K | 0.07% | 180 |
|
|
2018
Q3 | $24K | Sell |
1,919
-4,030
| -68% | -$50.4K | 0.02% | 326 |
|
|
2018
Q2 | $75K | Buy |
+5,949
| New | +$75K | 0.05% | 202 |
|
|
2018
Q1 | – | Sell |
-5,945
| Closed | -$80K | – | 687 |
|
|
2017
Q4 | $80K | Buy |
+5,945
| New | +$80K | 0.06% | 185 |
|