KIG
EVT icon

Kessler Investment Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kessler Investment Group’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,024
Closed -$48.8K – 120
2025
Q2 		$48.8K Sell
2,024
-120
-6% -$2.73K 0.02% 108
2025
Q1 		$49.9K Hold
2,144
– – 0.02% 109
2024
Q4 		$51.6K Hold
2,144
– – 0.02% 101
2024
Q3 		$52.9K Hold
2,144
– – 0.03% 100
2024
Q2 		$49.9K Hold
2,144
– – 0.03% 98
2024
Q1 		$50.6K Buy
+2,144
New +$48.2K 0.03% 91
2013
Q4 		– Sell
-1,079
Closed -$19K – 127
2013
Q3 		$19K Buy
+1,079
New +$19.7K 0.05% 93

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UBS Group
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1CP
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MGAM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JIC
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KIM
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return