Atria Wealth Solutions’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
13,712
+2,064
| +18% | +$49.7K | 0.01% | 1110 |
|
|
2025
Q1 | $271K | Sell |
11,648
-1,436
| -11% | -$33.4K | ﹤0.01% | 1525 |
|
|
2024
Q4 | $315K | Sell |
13,084
-601
| -4% | -$14.5K | ﹤0.01% | 1498 |
|
|
2024
Q3 | $338K | Sell |
13,685
-2,718
| -17% | -$67.1K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $382K | Sell |
16,403
-12,718
| -44% | -$296K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $687K | Sell |
29,121
-10,457
| -26% | -$247K | 0.01% | 1088 |
|
|
2023
Q4 | $881K | Sell |
39,578
-6,219
| -14% | -$138K | 0.01% | 917 |
|
|
2023
Q3 | $970K | Sell |
45,797
-1,546
| -3% | -$32.7K | 0.01% | 821 |
|
|
2023
Q2 | $1.08M | Buy |
47,343
+13,197
| +39% | +$300K | 0.01% | 801 |
|
|
2023
Q1 | $772K | Buy |
34,146
+9,417
| +38% | +$213K | 0.01% | 912 |
|
|
2022
Q4 | $564K | Sell |
24,729
-3,641
| -13% | -$83K | 0.01% | 1011 |
|
|
2022
Q3 | $617K | Sell |
28,370
-618
| -2% | -$13.4K | 0.01% | 917 |
|
|
2022
Q2 | $692K | Sell |
28,988
-7,541
| -21% | -$180K | 0.01% | 819 |
|
|
2022
Q1 | $1.06M | Buy |
+36,529
| New | +$1.06M | 0.02% | 707 |
|