WA
EVG
WFG Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.39M | Buy |
383,700
+44,809
| +13% | +$630K | 1.22% | 8 |
|
|
2017
Q1 | $4.79M | Buy |
338,891
+222,767
| +192% | +$3.15M | 1.28% | 9 |
|
|
2016
Q4 | $1.61M | Buy |
116,124
+34,429
| +42% | +$477K | 0.39% | 62 |
|
|
2016
Q3 | $1.12M | Buy |
81,695
+22,564
| +38% | +$309K | 0.28% | 92 |
|
|
2016
Q2 | $798K | Buy |
59,131
+6,243
| +12% | +$84.3K | 0.21% | 115 |
|
|
2016
Q1 | $706K | Buy |
52,888
+1,356
| +3% | +$18.1K | 0.2% | 120 |
|
|
2015
Q4 | $691K | Sell |
51,532
-8,888
| -15% | -$119K | 0.21% | 119 |
|
|
2015
Q3 | $799K | Sell |
60,420
-4,016
| -6% | -$53.1K | 0.25% | 91 |
|
|
2015
Q2 | $892K | Buy |
64,436
+5,748
| +10% | +$79.6K | 0.25% | 92 |
|
|
2015
Q1 | $850K | Buy |
58,688
+1,212
| +2% | +$17.6K | 0.24% | 95 |
|
|
2014
Q4 | $813K | Sell |
57,476
-69,406
| -55% | -$982K | 0.16% | 139 |
|
|
2014
Q3 | $1.86M | Buy |
126,882
+8,338
| +7% | +$122K | 0.35% | 50 |
|
|
2014
Q2 | $1.82M | Buy |
118,544
+329
| +0.3% | +$5.05K | 0.34% | 64 |
|
|
2014
Q1 | $1.8M | Buy |
118,215
+1,062
| +0.9% | +$16.1K | 0.36% | 48 |
|
|
2013
Q4 | $1.79M | Buy |
117,153
+59,511
| +103% | +$909K | 0.25% | 94 |
|
|
2013
Q3 | $893K | Sell |
57,642
-11,824
| -17% | -$183K | 0.14% | 175 |
|
|
2013
Q2 | $1.12M | Buy |
+69,466
| New | +$1.12M | 0.19% | 141 |
|