Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $377K | Hold |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $360K | Hold |
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|
2023
Q3 | $343K | Hold |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $310K | Hold |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $255K | Hold |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $198K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $488K | Sell |
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|
2017
Q2 | $769K | Buy |
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