Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Sell |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $463K | Sell |
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|
2024
Q2 | $447K | Buy |
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|
2024
Q1 | $432K | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $603K | Sell |
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|
2022
Q2 | $677K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $987K | Buy |
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|
2021
Q2 | $917K | Sell |
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|
2021
Q1 | $877K | Buy |
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|
2020
Q4 | $742K | Buy |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $598K | Buy |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $531K | Buy |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $422K | Buy |
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|
2018
Q3 | $520K | Sell |
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|
2018
Q2 | $507K | Sell |
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|
2018
Q1 | $555K | Buy |
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|
2017
Q4 | $586K | Sell |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $638K | Buy |
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|
2017
Q1 | $503K | Buy |
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|
2016
Q4 | $467K | Sell |
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|
2016
Q3 | $472K | Buy |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $380K | Sell |
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|
2015
Q4 | $392K | Buy |
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|
2015
Q3 | $344K | Sell |
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|
2015
Q2 | $393K | Sell |
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|
2015
Q1 | $459K | Buy |
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|
2014
Q4 | $368K | Buy |
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|
2014
Q3 | $73K | Hold |
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|
2014
Q2 | $75K | Sell |
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|
2014
Q1 | $91K | Sell |
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|
2013
Q4 | $95K | Buy |
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|
2013
Q3 | $83K | Hold |
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|
2013
Q2 | $84K | Buy |
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