WAM
EVV
Wealthspire Advisors (Maryland)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,143
| Closed | -$15K | – | 2471 |
|
|
2018
Q1 | $15K | Sell |
1,143
-488
| -30% | -$6.4K | ﹤0.01% | 1395 |
|
|
2017
Q4 | $22K | Buy |
1,631
+19
| +1% | +$256 | ﹤0.01% | 1297 |
|
|
2017
Q3 | $23K | Sell |
1,612
-148
| -8% | -$2.11K | ﹤0.01% | 1248 |
|
|
2017
Q2 | $25K | Buy |
1,760
+21
| +1% | +$298 | ﹤0.01% | 1182 |
|
|
2017
Q1 | $24K | Buy |
1,739
+23
| +1% | +$317 | ﹤0.01% | 1020 |
|
|
2016
Q4 | $24K | Buy |
1,716
+23
| +1% | +$322 | ﹤0.01% | 964 |
|
|
2016
Q3 | $23K | Buy |
1,693
+25
| +1% | +$340 | ﹤0.01% | 1013 |
|
|
2016
Q2 | $22K | Buy |
1,668
+27
| +2% | +$356 | ﹤0.01% | 968 |
|
|
2016
Q1 | $22K | Buy |
1,641
+27
| +2% | +$362 | ﹤0.01% | 942 |
|
|
2015
Q4 | $21K | Buy |
+1,614
| New | +$21K | ﹤0.01% | 946 |
|