WPA
EVG
Winning Points 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-22,995
| Closed | -$311K | – | 66 |
|
2021
Q4 | $311K | Buy |
+22,995
| New | +$311K | 0.23% | 56 |
|
2021
Q3 | – | Sell |
-10,300
| Closed | -$137K | – | 63 |
|
2021
Q2 | $137K | Hold |
10,300
| – | – | 0.1% | 56 |
|
2021
Q1 | $136K | Sell |
10,300
-700
| -6% | -$9.24K | 0.1% | 62 |
|
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% | -$7.84K | 0.12% | 55 |
|
2020
Q1 | $128K | Sell |
11,695
-3,200
| -21% | -$35K | 0.12% | 59 |
|
2019
Q4 | $201K | Sell |
14,895
-700
| -4% | -$9.45K | 0.13% | 71 |
|
2019
Q3 | $205K | Sell |
15,595
-7,400
| -32% | -$97.3K | 0.15% | 68 |
|
2019
Q2 | $311K | Sell |
22,995
-2,000
| -8% | -$27K | 0.23% | 56 |
|
2019
Q1 | $324K | Sell |
24,995
-510
| -2% | -$6.61K | 0.25% | 57 |
|
2018
Q4 | $320K | Sell |
25,505
-5,000
| -16% | -$62.7K | 0.27% | 54 |
|
2018
Q3 | $394K | Hold |
30,505
| – | – | 0.29% | 54 |
|
2018
Q2 | $397K | Sell |
30,505
-2,300
| -7% | -$29.9K | 0.32% | 51 |
|
2018
Q1 | $441K | Sell |
32,805
-2,800
| -8% | -$37.6K | 0.36% | 49 |
|
2017
Q4 | $511K | Hold |
35,605
| – | – | 0.42% | 44 |
|
2017
Q3 | $497K | Sell |
35,605
-38,763
| -52% | -$541K | 0.43% | 47 |
|
2017
Q2 | $1.05M | Hold |
74,368
| – | – | 1.02% | 29 |
|
2017
Q1 | $1.04M | Sell |
74,368
-35,190
| -32% | -$494K | 1.02% | 30 |
|
2016
Q4 | $1.52M | Buy |
+109,558
| New | +$1.52M | 1.66% | 19 |
|