JPMorgan Chase & Co’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 | $3.28K | Sell |
136
-51
| -27% | -$1.23K | ﹤0.01% | 5582 |
|
|
2025
Q1 | $4.35K | Buy |
+187
| New | +$4.35K | ﹤0.01% | 5578 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$26 | – | 6377 |
|
|
2024
Q3 | $26 | Sell |
1
-27,906
| -100% | -$726K | ﹤0.01% | 6145 |
|
|
2024
Q2 | $650K | Sell |
27,907
-36,164
| -56% | -$842K | ﹤0.01% | 3725 |
|
|
2024
Q1 | $1.51M | Sell |
64,071
-23,487
| -27% | -$554K | ﹤0.01% | 3328 |
|
|
2023
Q4 | $1.95M | Buy |
+87,558
| New | +$1.95M | ﹤0.01% | 3156 |
|
|
2023
Q2 | – | Sell |
-3,714
| Closed | -$84K | – | 6069 |
|
|
2023
Q1 | $84K | Buy |
+3,714
| New | +$84K | ﹤0.01% | 4720 |
|
|
2022
Q2 | – | Sell |
-226
| Closed | -$7K | – | 5663 |
|
|
2022
Q1 | $7K | Buy |
+226
| New | +$7K | ﹤0.01% | 5444 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$8K | – | 4806 |
|
|
2019
Q2 | $8K | Buy |
+341
| New | +$8K | ﹤0.01% | 4659 |
|
|
2016
Q2 | – | Sell |
-1,500
| Closed | -$29K | – | 4278 |
|
|
2016
Q1 | $29K | Buy |
+1,500
| New | +$29K | ﹤0.01% | 3531 |
|