Wills Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-156,247
| Closed | -$2.21M | – | 80 |
|
|
2014
Q4 | $2.21M | Sell |
156,247
-5,217
| -3% | -$73.8K | 1.79% | 18 |
|
|
2014
Q3 | $2.37M | Sell |
161,464
-2,925
| -2% | -$42.9K | 2% | 17 |
|
|
2014
Q2 | $2.52M | Buy |
164,389
+8,967
| +6% | +$138K | 2.09% | 14 |
|
|
2014
Q1 | $2.36M | Buy |
155,422
+35,453
| +30% | +$538K | 2.24% | 14 |
|
|
2013
Q4 | $1.83M | Buy |
+119,969
| New | +$1.83M | 1.88% | 17 |
|