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