CAPTRUST Financial Advisors
EVT icon

CAPTRUST Financial Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

CAPTRUST Financial 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
2022
Q4 		– Sell
-13,905
Closed -$302K – 2101
2022
Q3 		$302K Buy
+13,905
New +$345K ﹤0.01% 1535
2017
Q1 		– Sell
-800
Closed -$16K – 113
2016
Q4 		$16K Sell
800
-2,700
-77% -$53.8K ﹤0.01% 140
2016
Q3 		$70K Hold
3,500
– – 0.01% 58
2016
Q2 		$70K Hold
3,500
– – 0.01% 37
2016
Q1 		$67K Hold
3,500
– – 0.01% 100
2015
Q4 		$68K Buy
+3,500
New +$68.3K 0.01% 109
2014
Q1 		– Sell
-435
Closed -$8K – 189
2013
Q4 		$8K Buy
+435
New +$8.05K ﹤0.01% 158
2013
Q3 		– Sell
-435
Closed -$8K – 178
2013
Q2 		$8K Buy
+435
New +$8.22K ﹤0.01% 147

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SWP
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