CCWM
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Cassaday & Co Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cassaday & Co Wealth Management’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,625
Closed -$331K – 272
2023
Q3 		$331K Hold
15,625
– – 0.01% 178
2023
Q2 		$355K Hold
15,625
– – 0.01% 181
2023
Q1 		$353K Hold
15,625
– – 0.02% 187
2022
Q4 		$356K Buy
+15,625
New +$356K 0.02% 177