Laidlaw 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
2021
Q4
Sell
-16,722
Closed -$459K 397
2021
Q3
$459K Buy
16,722
+661
+4% +$18.1K 0.12% 162
2021
Q2
$444K Buy
16,061
+2,311
+17% +$63.9K 0.11% 162
2021
Q1
$361K Buy
+13,750
New +$361K 0.12% 149