Accel Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.35M | Sell |
|
|||||
|
2025
Q2 | $2.62M | Sell |
|
|||||
|
2025
Q1 | $2.56M | Sell |
|
|||||
|
2024
Q4 | $2.78M | Sell |
|
|||||
|
2024
Q3 | $2.95M | Sell |
|
|||||
|
2024
Q2 | $2.85M | Buy |
|
|||||
|
2024
Q1 | $2.86M | Buy |
|
|||||
|
2023
Q4 | $2.65M | Sell |
|
|||||
|
2023
Q3 | $2.65M | Sell |
|
|||||
|
2023
Q2 | $2.92M | Buy |
|
|||||
|
2023
Q1 | $2.82M | Sell |
|
|||||
|
2022
Q4 | $2.84M | Sell |
|
|||||
|
2022
Q3 | $2.93M | Buy |
|
|||||
|
2022
Q2 | $2.97M | Sell |
|
|||||
|
2022
Q1 | $3.61M | Buy |
|
|||||
|
2021
Q4 | $3.52M | Buy |
|
|||||
|
2021
Q3 | $2.25M | Buy |
|
|||||
|
2021
Q2 | $1.49M | Buy |
|
|||||
|
2021
Q1 | $631K | Buy |
|
|||||
|
2020
Q4 | $564K | Buy |
|