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Heritage Trust’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Heritage Trust’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 		$359K Sell
14,888
-3,012
-17% -$72.6K 0.04% 245
2025
Q1 		$417K Hold
17,900
– – 0.05% 225
2024
Q4 		$430K Buy
+17,900
New +$430K 0.05% 224