Back to EVV
Marshall & Sterling Wealth Advisors Inc. → EVV
Marshall & Sterling Wealth Advisors Inc. EVV Position History
Eaton Vance Limited Duration Income Fund • Financial Services
Quarters held
4
Latest value
$32K
Q2 2026
Peak value
$34.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34.5M |
| Q4 2025 | $34K |
| Q1 2026 | $32K |
| Q2 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $32K | 3.4K | — | — |
| Q1 2026 | $32K | 3.4K | — | — |
| Q4 2025 | $34K | 3.4K | — | — |
| Q3 2025 | $34.5M | 3.4K | — | — |
Other funds holding EVV
$103.6M
$102M
$102M
$101.5M
$99.1M
$99.1M
$97.5M
$97.4M