Encompass Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $786K | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $878K | Buy |
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|
2020
Q4 | $590K | Buy |
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