WFG Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-1,000
| Closed | -$14K | – | 1535 |
|
2016
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1019 |
|
2016
Q3 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1029 |
|
2016
Q2 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 1013 |
|
2015
Q4 | – | Sell |
-1,404
| Closed | -$18K | – | 1591 |
|
2015
Q3 | $18K | Hold |
1,404
| – | – | 0.01% | 922 |
|
2015
Q2 | $19K | Hold |
1,404
| – | – | 0.01% | 990 |
|
2015
Q1 | $20K | Buy |
1,404
+1,192
| +562% | +$17K | 0.01% | 982 |
|
2014
Q4 | $3K | Hold |
212
| – | – | ﹤0.01% | 1746 |
|
2014
Q3 | $3K | Hold |
212
| – | – | ﹤0.01% | 1763 |
|
2014
Q2 | $3K | Buy |
+212
| New | +$3K | ﹤0.01% | 1734 |
|