Future Financial Wealth 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 | $35.4K | Buy |
1,468
+31
| +2% | +$747 | 0.02% | 280 |
|
|
2025
Q1 | $33.4K | Sell |
1,437
-397
| -22% | -$9.24K | 0.02% | 274 |
|
|
2024
Q4 | $44.1K | Buy |
1,834
+36
| +2% | +$866 | 0.03% | 248 |
|
|
2024
Q3 | $44.4K | Buy |
+1,798
| New | +$44.4K | 0.03% | 269 |
|
|
2024
Q2 | – | Sell |
-1,725
| Closed | -$40.7K | – | 214 |
|
|
2024
Q1 | $40.7K | Buy |
+1,725
| New | +$40.7K | 0.03% | 283 |
|
|
2022
Q2 | – | Sell |
-1,477
| Closed | -$43K | – | 233 |
|
|
2022
Q1 | $43K | Buy |
1,477
+17
| +1% | +$495 | 0.04% | 284 |
|
|
2021
Q4 | $43K | Buy |
+1,460
| New | +$43K | 0.03% | 289 |
|