EWM
Evercore Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,299
| Closed | -$123K | – | 486 |
|
|
2017
Q4 | $123K | Hold |
5,299
| – | – | ﹤0.01% | 429 |
|
|
2017
Q3 | $117K | Hold |
5,299
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $116K | Hold |
5,299
| – | – | ﹤0.01% | 439 |
|
|
2017
Q1 | $112K | Buy |
5,299
+3,299
| +165% | +$69.7K | ﹤0.01% | 460 |
|
|
2016
Q4 | $41K | Hold |
2,000
| – | – | ﹤0.01% | 640 |
|
|
2016
Q3 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 644 |
|
|
2016
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 620 |
|
|
2016
Q1 | $38K | Hold |
2,000
| – | – | ﹤0.01% | 618 |
|
|
2015
Q4 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 638 |
|
|
2015
Q3 | $37K | Hold |
2,000
| – | – | ﹤0.01% | 640 |
|
|
2015
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 670 |
|
|
2015
Q1 | $41K | Buy |
+2,000
| New | +$41K | ﹤0.01% | 658 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$40K | – | 895 |
|
|
2014
Q3 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 642 |
|
|
2014
Q2 | $41K | Hold |
2,000
| – | – | ﹤0.01% | 638 |
|
|
2014
Q1 | $39K | Hold |
2,000
| – | – | ﹤0.01% | 632 |
|
|
2013
Q4 | $38K | Buy |
+2,000
| New | +$38K | ﹤0.01% | 595 |
|