Atria Wealth Solutions’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 Q2	$330K	Buy	13,712 +2,064	+18%	+$46.9K	0.01%	1111
2025 Q1	$271K	Sell	11,648 -1,436	-11%	-$34.4K	﹤0.01%	1534
2024 Q4	$315K	Sell	13,084 -601	-4%	-$14.9K	﹤0.01%	1520
2024 Q3	$338K	Sell	13,685 -2,718	-17%	-$65K	﹤0.01%	1441
2024 Q2	$382K	Sell	16,403 -12,718	-44%	-$295K	﹤0.01%	1364
2024 Q1	$687K	Sell	29,121 -10,457	-26%	-$235K	0.01%	1093
2023 Q4	$881K	Sell	39,578 -6,219	-14%	-$129K	0.01%	923
2023 Q3	$970K	Sell	45,797 -1,546	-3%	-$34.9K	0.01%	824
2023 Q2	$1.08M	Buy	47,343 +13,197	+39%	+$294K	0.01%	804
2023 Q1	$772K	Buy	34,146 +9,417	+38%	+$219K	0.01%	914
2022 Q4	$564K	Sell	24,729 -3,641	-13%	-$85.3K	0.01%	1014
2022 Q3	$617K	Sell	28,370 -618	-2%	-$15.3K	0.01%	920
2022 Q2	$692K	Sell	28,988 -7,541	-21%	-$191K	0.01%	844
2022 Q1	$1.06M	Buy	+36,529	New	+$1.01M	0.02%	707