Glassman Wealth Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,395	Closed	-$33K	–	1461
2020 Q4	$33K	Hold	1,395	–	–	0.01%	410
2020 Q3	$27K	Buy	+1,395	New	+$27.7K	0.01%	391
2019 Q1	–	Sell	-1,605	Closed	-$30K	–	1082
2018 Q4	$30K	Hold	1,605	–	–	0.02%	245
2018 Q3	$39K	Hold	1,605	–	–	0.02%	236
2018 Q2	$37K	Hold	1,605	–	–	0.02%	221
2018 Q1	$35K	Hold	1,605	–	–	0.02%	213
2017 Q4	$37K	Hold	1,605	–	–	0.02%	185
2017 Q3	$36K	Sell	1,605 -690	-30%	-$15.1K	0.02%	176
2017 Q2	$50K	Hold	2,295	–	–	0.03%	156
2017 Q1	$49K	Hold	2,295	–	–	0.03%	165
2016 Q4	$47K	Hold	2,295	–	–	0.03%	178
2016 Q3	$46K	Hold	2,295	–	–	0.04%	149
2016 Q2	$46K	Hold	2,295	–	–	0.04%	143
2016 Q1	$44K	Hold	2,295	–	–	0.04%	144
2015 Q4	$44K	Hold	2,295	–	–	0.04%	152
2015 Q3	$42K	Hold	2,295	–	–	0.04%	155
2015 Q2	$45K	Hold	2,295	–	–	0.04%	159
2015 Q1	$47K	Buy	+2,295	New	+$47.4K	0.04%	152