Focus Partners Wealth
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Focus Partners Wealth’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Focus Partners Wealth’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$406K Sell
16,862
-8,049
-32% -$194K ﹤0.01% 1534
2025
Q1 		$580K Buy
24,911
+8,721
+54% +$203K ﹤0.01% 1272
2024
Q4 		$389K Hold
16,190
– – ﹤0.01% 1421
2024
Q3 		$400K Buy
+16,190
New +$400K ﹤0.01% 1206