WMG Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,750
| Closed | -$115K | – | 160 |
|
|
2024
Q1 | $115K | Hold |
11,750
| – | – | 0.07% | 143 |
|
|
2023
Q4 | $113K | Buy |
+11,750
| New | +$113K | 0.07% | 122 |
|
|
2023
Q3 | – | Sell |
-10,250
| Closed | -$95.9K | – | 111 |
|
|
2023
Q2 | $95.9K | Buy |
+10,250
| New | +$95.9K | 0.07% | 121 |
|
|
2023
Q1 | – | Sell |
-14,706
| Closed | -$138K | – | 129 |
|
|
2022
Q4 | $138K | Hold |
14,706
| – | – | 0.12% | 125 |
|
|
2022
Q3 | $134K | Buy |
14,706
+1,100
| +8% | +$10K | 0.12% | 131 |
|
|
2022
Q2 | $141K | Hold |
13,606
| – | – | 0.12% | 135 |
|
|
2022
Q1 | $158K | Hold |
13,606
| – | – | 0.12% | 168 |
|
|
2021
Q4 | $178K | Buy |
+13,606
| New | +$178K | 0.14% | 170 |
|