Avantax Advisory Services’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 | $480K | Buy |
19,909
+608
| +3% | +$14.7K | ﹤0.01% | 1607 |
|
|
2025
Q1 | $449K | Buy |
19,301
+4,757
| +33% | +$111K | ﹤0.01% | 1570 |
|
|
2024
Q4 | $350K | Sell |
14,544
-530
| -4% | -$12.7K | ﹤0.01% | 1681 |
|
|
2024
Q3 | $372K | Buy |
15,074
+4,187
| +38% | +$103K | ﹤0.01% | 1608 |
|
|
2024
Q2 | $254K | Buy |
10,887
+2,082
| +24% | +$48.5K | ﹤0.01% | 1811 |
|
|
2024
Q1 | $208K | Buy |
+8,805
| New | +$208K | ﹤0.01% | 1525 |
|
|
2023
Q1 | – | Sell |
-8,819
| Closed | -$201K | – | 1500 |
|
|
2022
Q4 | $201K | Buy |
+8,819
| New | +$201K | ﹤0.01% | 1316 |
|
|
2022
Q2 | – | Sell |
-8,058
| Closed | -$233K | – | 1330 |
|
|
2022
Q1 | $233K | Buy |
8,058
+10
| +0.1% | +$289 | ﹤0.01% | 1122 |
|
|
2021
Q4 | $240K | Buy |
8,048
+10
| +0.1% | +$298 | ﹤0.01% | 1087 |
|
|
2021
Q3 | $220K | Sell |
8,038
-342
| -4% | -$9.36K | ﹤0.01% | 1066 |
|
|
2021
Q2 | $230K | Buy |
+8,380
| New | +$230K | ﹤0.01% | 1014 |
|
|
2020
Q4 | – | Sell |
-13,220
| Closed | -$262K | – | 1060 |
|
|
2020
Q3 | $262K | Buy |
+13,220
| New | +$262K | ﹤0.01% | 1093 |
|