Kingsview 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 | $340K | Buy |
14,103
+8
| +0.1% | +$193 | 0.01% | 898 |
|
2025
Q1 | $328K | Buy |
14,095
+487
| +4% | +$11.3K | 0.01% | 859 |
|
2024
Q4 | $327K | Sell |
13,608
-24
| -0.2% | -$577 | 0.01% | 865 |
|
2024
Q3 | $337K | Buy |
13,632
+18
| +0.1% | +$444 | 0.01% | 844 |
|
2024
Q2 | $317K | Sell |
13,614
-62
| -0.5% | -$1.44K | 0.01% | 814 |
|
2024
Q1 | $323K | Buy |
13,676
+17
| +0.1% | +$401 | 0.01% | 794 |
|
2023
Q4 | $304K | Sell |
13,659
-51
| -0.4% | -$1.14K | 0.01% | 761 |
|
2023
Q3 | $290K | Buy |
+13,710
| New | +$290K | 0.01% | 752 |
|