MGB Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
11,467
-6,467
| -36% | -$156K | 0.09% | 180 |
|
|
2025
Q1 | $424K | Buy |
17,934
+8,967
| +100% | +$212K | 0.15% | 133 |
|
|
2024
Q4 | $216K | Hold |
8,967
| – | – | 0.07% | 186 |
|
|
2024
Q3 | $221K | Sell |
8,967
-2,400
| -21% | -$59.3K | 0.08% | 171 |
|
|
2024
Q2 | $270K | Buy |
11,367
+400
| +4% | +$9.51K | 0.1% | 161 |
|
|
2024
Q1 | $259K | Hold |
10,967
| – | – | 0.11% | 165 |
|
|
2023
Q4 | $244K | Buy |
+10,967
| New | +$244K | 0.12% | 161 |
|