IFP Advisors’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 | $41K | Hold |
1,700
| – | – | ﹤0.01% | 2156 |
|
|
2025
Q1 | $39.6K | Hold |
1,700
| – | – | ﹤0.01% | 2001 |
|
|
2024
Q4 | $40.9K | Hold |
1,700
| – | – | ﹤0.01% | 1921 |
|
|
2024
Q3 | $42K | Hold |
1,700
| – | – | ﹤0.01% | 1808 |
|
|
2024
Q2 | $39.6K | Hold |
1,700
| – | – | ﹤0.01% | 1770 |
|
|
2024
Q1 | $40.1K | Hold |
1,700
| – | – | ﹤0.01% | 1678 |
|
|
2023
Q4 | $37.8K | Sell |
1,700
-2,000
| -54% | -$44.5K | ﹤0.01% | 1651 |
|
|
2023
Q3 | $78.4K | Buy |
3,700
+1,000
| +37% | +$21.2K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $61.4K | Hold |
2,700
| – | – | ﹤0.01% | 1524 |
|
|
2023
Q1 | $61.5K | Sell |
2,700
-4,206
| -61% | -$95.8K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $157K | Buy |
6,906
+50
| +0.7% | +$1.14K | ﹤0.01% | 1471 |
|
|
2022
Q3 | $156K | Buy |
6,856
+48
| +0.7% | +$1.09K | ﹤0.01% | 1562 |
|
|
2022
Q2 | $155K | Hold |
6,808
| – | – | 0.01% | 1428 |
|
|
2022
Q1 | $155K | Buy |
+6,808
| New | +$155K | 0.01% | 1428 |
|
|
2019
Q1 | $29K | Sell |
1,300
-1,392
| -52% | -$31.1K | ﹤0.01% | 1183 |
|
|
2018
Q4 | $51K | Sell |
2,692
-1,077
| -29% | -$20.4K | ﹤0.01% | 1592 |
|
|
2018
Q3 | $92K | Sell |
3,769
-1,200
| -24% | -$29.3K | ﹤0.01% | 1520 |
|
|
2018
Q2 | $114K | Buy |
4,969
+890
| +22% | +$20.4K | ﹤0.01% | 1387 |
|
|
2018
Q1 | $95K | Hold |
4,079
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q4 | $95K | Sell |
4,079
-4,606
| -53% | -$107K | ﹤0.01% | 1412 |
|
|
2017
Q3 | $192K | Sell |
8,685
-677
| -7% | -$15K | 0.01% | 1166 |
|
|
2017
Q2 | $205K | Buy |
9,362
+62
| +0.7% | +$1.36K | 0.01% | 1111 |
|
|
2017
Q1 | $197K | Sell |
9,300
-1,545
| -14% | -$32.7K | 0.01% | 1117 |
|
|
2016
Q4 | $223K | Sell |
10,845
-109
| -1% | -$2.24K | 0.01% | 995 |
|
|
2016
Q3 | $221K | Sell |
10,954
-1,032
| -9% | -$20.8K | 0.01% | 948 |
|
|
2016
Q2 | $241K | Buy |
11,986
+10,686
| +822% | +$215K | 0.01% | 879 |
|
|
2016
Q1 | $29K | Sell |
1,300
-8,059
| -86% | -$180K | ﹤0.01% | 1183 |
|
|
2015
Q4 | $181K | Buy |
+9,359
| New | +$181K | 0.01% | 872 |
|