Winning Points Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-22,995
Closed -$311K 66
2021
Q4
$311K Buy
+22,995
New +$307K 0.23% 57
2021
Q3
Sell
-10,300
Closed -$137K 64
2021
Q2
$137K Hold
10,300
0.1% 56
2021
Q1
$136K Sell
10,300
-700
-6% -$9.15K 0.1% 63
2020
Q4
$136K Hold
11,000
0.11% 62
2020
Q3
$126K Hold
11,000
0.11% 59
2020
Q2
$124K Sell
11,000
-695
-6% -$7.79K 0.12% 55
2020
Q1
$128K Sell
11,695
-3,200
-21% -$40.7K 0.12% 59
2019
Q4
$201K Sell
14,895
-700
-4% -$9.3K 0.13% 71
2019
Q3
$205K Sell
15,595
-7,400
-32% -$98.1K 0.15% 68
2019
Q2
$311K Sell
22,995
-2,000
-8% -$26.2K 0.23% 57
2019
Q1
$324K Sell
24,995
-510
-2% -$6.54K 0.25% 57
2018
Q4
$320K Sell
25,505
-5,000
-16% -$63.4K 0.27% 54
2018
Q3
$394K Hold
30,505
0.29% 54
2018
Q2
$397K Sell
30,505
-2,300
-7% -$30.6K 0.32% 51
2018
Q1
$441K Sell
32,805
-2,800
-8% -$38.7K 0.36% 49
2017
Q4
$511K Hold
35,605
0.42% 44
2017
Q3
$497K Sell
35,605
-38,763
-52% -$553K 0.43% 47
2017
Q2
$1.04M Hold
74,368
1.02% 29
2017
Q1
$1.04M Sell
74,368
-35,190
-32% -$491K 1.02% 30
2016
Q4
$1.52M Buy
+109,558
New +$1.47M 1.66% 19

Other funds holding EVG