Wealthspire Advisors (Maryland)’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-819
| Closed | -$11K | – | 2470 |
|
|
2018
Q1 | $11K | Sell |
819
-229
| -22% | -$3.08K | ﹤0.01% | 1520 |
|
|
2017
Q4 | $15K | Buy |
1,048
+13
| +1% | +$186 | ﹤0.01% | 1424 |
|
|
2017
Q3 | $15K | Buy |
1,035
+13
| +1% | +$188 | ﹤0.01% | 1403 |
|
|
2017
Q2 | $14K | Buy |
1,022
+12
| +1% | +$164 | ﹤0.01% | 1390 |
|
|
2017
Q1 | $14K | Buy |
1,010
+15
| +2% | +$208 | ﹤0.01% | 1199 |
|
|
2016
Q4 | $14K | Buy |
995
+582
| +141% | +$8.19K | ﹤0.01% | 1116 |
|
|
2016
Q3 | $6K | Buy |
413
+8
| +2% | +$116 | ﹤0.01% | 1355 |
|
|
2016
Q2 | $5K | Buy |
405
+8
| +2% | +$99 | ﹤0.01% | 1337 |
|
|
2016
Q1 | $5K | Buy |
397
+8
| +2% | +$101 | ﹤0.01% | 1334 |
|
|
2015
Q4 | $5K | Buy |
+389
| New | +$5K | ﹤0.01% | 1346 |
|