Institute for Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,692
| Closed | -$223K | – | 538 |
|
|
2022
Q1 | $223K | Hold |
7,692
| – | – | 0.04% | 490 |
|
|
2021
Q4 | $229K | Sell |
7,692
-38
| -0.5% | -$1.13K | 0.04% | 440 |
|
|
2021
Q3 | $212K | Hold |
7,730
| – | – | 0.04% | 450 |
|
|
2021
Q2 | $214K | Sell |
7,730
-19
| -0.2% | -$526 | 0.04% | 449 |
|
|
2021
Q1 | $204K | Buy |
+7,749
| New | +$204K | 0.04% | 441 |
|