Lourd Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $202K | Hold |
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|
2018
Q3 | $260K | Hold |
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|
2018
Q2 | $244K | Hold |
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|
2018
Q1 | $233K | Hold |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $321K | Hold |
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|
2017
Q1 | $310K | Hold |
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|
2016
Q4 | $301K | Hold |
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|
2016
Q3 | $296K | Hold |
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|
2016
Q2 | $295K | Hold |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | $279K | Hold |
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|
2015
Q3 | $265K | Hold |
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|
2015
Q2 | $285K | Hold |
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|
2015
Q1 | $297K | Hold |
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|
2014
Q4 | $300K | Hold |
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|
2014
Q3 | $291K | Hold |
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|
2014
Q2 | $298K | Hold |
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|
2014
Q1 | $283K | Hold |
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|
2013
Q4 | $274K | Hold |
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|
2013
Q3 | $260K | Hold |
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|
2013
Q2 | $263K | Buy |
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