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Beacon Pointe Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Beacon Pointe Advisors’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,900
Closed -$243K – 1368
2023
Q4 		$243K Hold
10,900
– – ﹤0.01% 1144
2023
Q3 		$231K Hold
10,900
– – ﹤0.01% 1173
2023
Q2 		$248K Hold
10,900
– – ﹤0.01% 942
2023
Q1 		$246K Sell
10,900
-579
-5% -$13.5K ﹤0.01% 1000
2022
Q4 		$262K Buy
11,479
+579
+5% +$13.6K 0.01% 913
2022
Q3 		$238K Hold
10,900
– – 0.01% 868
2022
Q2 		$261K Buy
10,900
+3,085
+39% +$78.3K 0.01% 877
2022
Q1 		$226K Buy
+7,815
New +$216K ﹤0.01% 1083

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MGAM
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JIC
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KIM
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RJA
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