LWM
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Liberty Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Liberty Wealth Management’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,980
Closed -$33K – 889
2020
Q1 		$33K Hold
1,980
– – 0.03% 267
2019
Q4 		$50K Hold
1,980
– – 0.04% 244
2019
Q3 		$49K Hold
1,980
– – 0.05% 230
2019
Q2 		$47K Buy
+1,980
New +$47K 0.04% 251