EverSource Wealth Advisors’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 | $18.1K | Hold |
750
| – | – | ﹤0.01% | 2367 |
|
|
2025
Q1 | $17.5K | Hold |
750
| – | – | ﹤0.01% | 1760 |
|
|
2024
Q4 | $18K | Sell |
750
-780
| -51% | -$18.8K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $37.8K | Buy |
1,530
+11
| +0.7% | +$272 | ﹤0.01% | 1185 |
|
|
2024
Q2 | $36.9K | Buy |
1,519
+16
| +1% | +$389 | ﹤0.01% | 1240 |
|
|
2024
Q1 | $34.1K | Buy |
1,503
+24
| +2% | +$544 | ﹤0.01% | 1134 |
|
|
2023
Q4 | $32.9K | Buy |
1,479
+16
| +1% | +$356 | ﹤0.01% | 1057 |
|
|
2023
Q3 | $31K | Buy |
1,463
+9
| +0.6% | +$191 | ﹤0.01% | 969 |
|
|
2023
Q2 | $33.1K | Hold |
1,454
| – | – | ﹤0.01% | 988 |
|
|
2023
Q1 | $32.9K | Buy |
1,454
+750
| +107% | +$17K | ﹤0.01% | 930 |
|
|
2022
Q4 | $16.1K | Buy |
+704
| New | +$16.1K | ﹤0.01% | 1139 |
|