Founders Financial Alliance’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 | $846K | Buy |
35,108
+474
| +1% | +$11.4K | 0.19% | 113 |
|
|
2025
Q1 | $806K | Buy |
34,634
+3,407
| +11% | +$79.3K | 0.2% | 109 |
|
|
2024
Q4 | $751K | Buy |
31,227
+830
| +3% | +$20K | 0.21% | 104 |
|
|
2024
Q3 | $751K | Buy |
30,397
+1,635
| +6% | +$40.4K | 0.21% | 102 |
|
|
2024
Q2 | $670K | Buy |
28,762
+618
| +2% | +$14.4K | 0.2% | 108 |
|
|
2024
Q1 | $664K | Buy |
28,144
+726
| +3% | +$17.1K | 0.2% | 107 |
|
|
2023
Q4 | $610K | Buy |
27,418
+71
| +0.3% | +$1.58K | 0.24% | 93 |
|
|
2023
Q3 | $579K | Buy |
27,347
+451
| +2% | +$9.55K | 0.25% | 89 |
|
|
2023
Q2 | $612K | Buy |
26,896
+173
| +0.6% | +$3.94K | 0.24% | 90 |
|
|
2023
Q1 | $618K | Buy |
26,723
+320
| +1% | +$7.4K | 0.31% | 76 |
|
|
2022
Q4 | $602K | Buy |
26,403
+205
| +0.8% | +$4.67K | 0.28% | 84 |
|
|
2022
Q3 | $570K | Buy |
+26,198
| New | +$570K | 0.29% | 81 |
|
|
2022
Q2 | – | Sell |
-23,942
| Closed | -$694K | – | 515 |
|
|
2022
Q1 | $694K | Sell |
23,942
-7,684
| -24% | -$223K | 0.31% | 77 |
|
|
2021
Q4 | $942K | Buy |
31,626
+1,663
| +6% | +$49.5K | 0.38% | 67 |
|
|
2021
Q3 | $823K | Buy |
29,963
+15,716
| +110% | +$432K | 0.38% | 64 |
|
|
2021
Q2 | $394K | Buy |
14,247
+3,596
| +34% | +$99.4K | 0.18% | 131 |
|
|
2021
Q1 | $280K | Buy |
10,651
+591
| +6% | +$15.5K | 0.14% | 171 |
|
|
2020
Q4 | $238K | Hold |
10,060
| – | – | 0.13% | 167 |
|
|
2020
Q3 | $198K | Buy |
+10,060
| New | +$198K | 0.12% | 159 |
|