Cornerstone Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
22,470
+11,380
| +103% | +$274K | 0.03% | 377 |
|
|
2025
Q1 | $258K | Sell |
11,090
-600
| -5% | -$14K | 0.02% | 511 |
|
|
2024
Q4 | $281K | Buy |
11,690
+10
| +0.1% | +$241 | 0.02% | 481 |
|
|
2024
Q3 | $288K | Sell |
11,680
-1,027
| -8% | -$25.4K | 0.02% | 463 |
|
|
2024
Q2 | $296K | Buy |
12,707
+567
| +5% | +$13.2K | 0.02% | 435 |
|
|
2024
Q1 | $287K | Sell |
12,140
-194
| -2% | -$4.58K | 0.02% | 435 |
|
|
2023
Q4 | $274K | Buy |
12,334
+188
| +2% | +$4.18K | 0.02% | 427 |
|
|
2023
Q3 | $257K | Sell |
12,146
-368
| -3% | -$7.79K | 0.02% | 451 |
|
|
2023
Q2 | $285K | Sell |
12,514
-61
| -0.5% | -$1.39K | 0.03% | 410 |
|
|
2023
Q1 | $284K | Buy |
+12,575
| New | +$284K | 0.03% | 380 |
|