Johnson & White 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 | $346K | Buy |
14,351
+4,632
| +48% | +$112K | 0.17% | 79 |
|
|
2025
Q1 | $226K | Buy |
9,719
+139
| +1% | +$3.23K | 0.13% | 92 |
|
|
2024
Q4 | $229K | Sell |
9,580
-154
| -2% | -$3.68K | 0.14% | 89 |
|
|
2024
Q3 | $240K | Buy |
9,734
+26
| +0.3% | +$641 | 0.21% | 51 |
|
|
2024
Q2 | $226K | Sell |
9,708
-83
| -0.8% | -$1.93K | 0.22% | 50 |
|
|
2024
Q1 | $231K | Sell |
9,791
-32
| -0.3% | -$755 | 0.17% | 77 |
|
|
2023
Q4 | $219K | Sell |
9,823
-466
| -5% | -$10.4K | 0.18% | 77 |
|
|
2023
Q3 | $218K | Sell |
10,289
-80
| -0.8% | -$1.7K | 0.2% | 69 |
|
|
2023
Q2 | $236K | Buy |
10,369
+29
| +0.3% | +$660 | 0.32% | 33 |
|
|
2023
Q1 | $234K | Buy |
10,340
+3,076
| +42% | +$69.6K | 0.21% | 67 |
|
|
2022
Q4 | $1.28M | Sell |
7,264
-3,742
| -34% | -$661K | 1.29% | 20 |
|
|
2022
Q3 | $239K | Buy |
+11,006
| New | +$239K | 0.27% | 65 |
|