Meridian 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 | $927K | Buy |
38,483
+4,691
| +14% | +$113K | 0.04% | 324 |
|
|
2025
Q1 | $786K | Buy |
33,792
+5,373
| +19% | +$125K | 0.04% | 331 |
|
|
2024
Q4 | $683K | Buy |
28,419
+4,706
| +20% | +$113K | 0.03% | 355 |
|
|
2024
Q3 | $585K | Buy |
23,713
+8,105
| +52% | +$200K | 0.03% | 382 |
|
|
2024
Q2 | $364K | Buy |
+15,608
| New | +$364K | 0.04% | 210 |
|
|
2024
Q1 | – | Sell |
-11,757
| Closed | -$262K | – | 298 |
|
|
2023
Q4 | $262K | Buy |
11,757
+211
| +2% | +$4.7K | 0.02% | 522 |
|
|
2023
Q3 | $245K | Buy |
11,546
+186
| +2% | +$3.94K | 0.02% | 484 |
|
|
2023
Q2 | $258K | Sell |
11,360
-291
| -2% | -$6.62K | 0.02% | 464 |
|
|
2023
Q1 | $263K | Buy |
11,651
+2,160
| +23% | +$48.8K | 0.02% | 453 |
|
|
2022
Q4 | $216K | Buy |
+9,491
| New | +$216K | 0.02% | 477 |
|
|
2022
Q2 | – | Sell |
-8,927
| Closed | -$259K | – | 564 |
|
|
2022
Q1 | $259K | Buy |
8,927
+136
| +2% | +$3.95K | 0.03% | 335 |
|
|
2021
Q4 | $262K | Sell |
8,791
-1,300
| -13% | -$38.7K | 0.03% | 340 |
|
|
2021
Q3 | $277K | Sell |
10,091
-165
| -2% | -$4.53K | 0.03% | 319 |
|
|
2021
Q2 | $283K | Buy |
10,256
+50
| +0.5% | +$1.38K | 0.04% | 310 |
|
|
2021
Q1 | $268K | Buy |
10,206
+467
| +5% | +$12.3K | 0.04% | 293 |
|
|
2020
Q4 | $230K | Buy |
+9,739
| New | +$230K | 0.04% | 294 |
|
|
2020
Q3 | – | Sell |
-12,417
| Closed | -$238K | – | 266 |
|
|
2020
Q2 | $238K | Buy |
+12,417
| New | +$238K | 0.08% | 189 |
|