Financial Advocates Investment 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 | – | Sell |
-8,637
| Closed | -$201K | – | 652 |
|
|
2025
Q1 | $201K | Buy |
8,637
+87
| +1% | +$2.03K | 0.01% | 671 |
|
|
2024
Q4 | $206K | Buy |
8,550
+83
| +1% | +$2K | 0.01% | 692 |
|
|
2024
Q3 | $209K | Buy |
+8,467
| New | +$209K | 0.01% | 697 |
|
|
2024
Q2 | – | Sell |
-13,583
| Closed | -$321K | – | 736 |
|
|
2024
Q1 | $321K | Buy |
13,583
+82
| +0.6% | +$1.94K | 0.02% | 565 |
|
|
2023
Q4 | $300K | Sell |
13,501
-1
| -0% | -$22 | 0.02% | 555 |
|
|
2023
Q3 | $286K | Sell |
13,502
-244
| -2% | -$5.17K | 0.02% | 537 |
|
|
2023
Q2 | $313K | Buy |
13,746
+483
| +4% | +$11K | 0.02% | 509 |
|
|
2023
Q1 | $300K | Buy |
13,263
+129
| +1% | +$2.92K | 0.02% | 551 |
|
|
2022
Q4 | $299K | Buy |
13,134
+126
| +1% | +$2.87K | 0.02% | 562 |
|
|
2022
Q3 | $283K | Sell |
13,008
-195
| -1% | -$4.24K | 0.02% | 558 |
|
|
2022
Q2 | $315K | Hold |
13,203
| – | – | 0.03% | 492 |
|
|
2022
Q1 | $383K | Buy |
13,203
+891
| +7% | +$25.8K | 0.03% | 509 |
|
|
2021
Q4 | $366K | Sell |
12,312
-946
| -7% | -$28.1K | 0.02% | 569 |
|
|
2021
Q3 | $364K | Buy |
13,258
+148
| +1% | +$4.06K | 0.02% | 558 |
|
|
2021
Q2 | $351K | Buy |
13,110
+798
| +6% | +$21.4K | 0.02% | 554 |
|
|
2021
Q1 | $323K | Hold |
12,312
| – | – | 0.02% | 571 |
|
|
2020
Q4 | $291K | Hold |
12,312
| – | – | 0.02% | 571 |
|
|
2020
Q3 | $243K | Hold |
12,312
| – | – | 0.02% | 522 |
|
|
2020
Q2 | $237K | Buy |
12,312
+1,609
| +15% | +$31K | 0.02% | 503 |
|
|
2020
Q1 | $180K | Hold |
10,703
| – | – | 0.03% | 435 |
|
|
2019
Q4 | $273K | Hold |
10,703
| – | – | 0.03% | 412 |
|
|
2019
Q3 | $263K | Buy |
10,703
+1,453
| +16% | +$35.7K | 0.03% | 401 |
|
|
2019
Q2 | $220K | Hold |
9,250
| – | – | 0.03% | 428 |
|
|
2019
Q1 | $206K | Buy |
+9,250
| New | +$206K | 0.03% | 434 |
|
|
2018
Q4 | – | Sell |
-9,580
| Closed | -$235K | – | 446 |
|
|
2018
Q3 | $235K | Hold |
9,580
| – | – | 0.03% | 443 |
|
|
2018
Q2 | $221K | Hold |
9,580
| – | – | 0.03% | 439 |
|
|
2018
Q1 | $210K | Sell |
9,580
-125
| -1% | -$2.74K | 0.03% | 449 |
|
|
2017
Q4 | $226K | Buy |
+9,705
| New | +$226K | 0.03% | 427 |
|