Dakota 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 | $225K | Hold |
9,340
| – | – | ﹤0.01% | 699 |
|
|
2025
Q1 | $217K | Hold |
9,340
| – | – | 0.01% | 696 |
|
|
2024
Q4 | $225K | Buy |
9,340
+50
| +0.5% | +$1.2K | 0.01% | 684 |
|
|
2024
Q3 | $229K | Hold |
9,290
| – | – | 0.01% | 651 |
|
|
2024
Q2 | $216K | Hold |
9,290
| – | – | 0.01% | 642 |
|
|
2024
Q1 | $219K | Hold |
9,290
| – | – | 0.01% | 650 |
|
|
2023
Q4 | $207K | Buy |
+9,290
| New | +$207K | 0.01% | 603 |
|
|
2021
Q1 | – | Sell |
-11,345
| Closed | -$268K | – | 324 |
|
|
2020
Q4 | $268K | Buy |
+11,345
| New | +$268K | 0.03% | 269 |
|