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Belpointe Asset Management’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
Belpointe Asset Management’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-5,448
Closed
-$123K
–
1430
2023
Q1
$123K
Hold
5,448
–
–
0.01%
1190
2022
Q4
$124K
Hold
5,448
–
–
0.01%
1123
2022
Q3
$119K
Hold
5,448
–
–
0.01%
1073
2022
Q2
$130K
Hold
5,448
–
–
0.01%
999
2022
Q1
$158K
Sell
5,448
-75
-1%
-$2.08K
0.01%
1009
2021
Q4
$165K
Buy
+5,523
New
+$159K
0.01%
973
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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