AWM
Avondale Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-2,148
| Closed | -$36K | – | 95 |
|
2020
Q1 | $36K | Hold |
2,148
| – | – | 0.06% | 43 |
|
2019
Q4 | $55K | Hold |
2,148
| – | – | 0.08% | 37 |
|
2019
Q3 | $53K | Hold |
2,148
| – | – | 0.09% | 36 |
|
2019
Q2 | $51K | Hold |
2,148
| – | – | 0.04% | 42 |
|
2019
Q1 | $48K | Hold |
2,148
| – | – | 0.04% | 43 |
|
2018
Q4 | $41K | Hold |
2,148
| – | – | 0.03% | 44 |
|
2018
Q3 | $53K | Hold |
2,148
| – | – | 0.05% | 34 |
|
2018
Q2 | $49K | Hold |
2,148
| – | – | 0.04% | 35 |
|
2018
Q1 | $47K | Hold |
2,148
| – | – | 0.04% | 36 |
|
2017
Q4 | $50K | Buy |
+2,148
| New | +$50K | 0.04% | 39 |
|