Johnson & White Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Sell |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $239K | Buy |
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