Plante Moran Financial Advisors’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
Q1 | – | Sell |
-163
| Closed | -$3.92K | – | 849 |
|
|
2024
Q4 | $3.92K | Buy |
+163
| New | +$3.92K | ﹤0.01% | 723 |
|
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$274K | – | 1028 |
|
|
2021
Q3 | $274K | Hold |
10,000
| – | – | 0.06% | 148 |
|
|
2021
Q2 | $276K | Buy |
+10,000
| New | +$276K | 0.07% | 141 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$88K | – | 860 |
|
|
2018
Q1 | $88K | Hold |
4,000
| – | – | 0.05% | 252 |
|
|
2017
Q4 | $93K | Hold |
4,000
| – | – | 0.05% | 235 |
|
|
2017
Q3 | $89K | Hold |
4,000
| – | – | 0.05% | 220 |
|
|
2017
Q2 | $88K | Hold |
4,000
| – | – | 0.06% | 218 |
|
|
2017
Q1 | $85K | Hold |
4,000
| – | – | 0.05% | 233 |
|
|
2016
Q4 | $82K | Hold |
4,000
| – | – | 0.05% | 244 |
|
|
2016
Q3 | $81K | Hold |
4,000
| – | – | 0.05% | 237 |
|
|
2016
Q2 | $81K | Hold |
4,000
| – | – | 0.06% | 215 |
|
|
2016
Q1 | $77K | Buy |
+4,000
| New | +$77K | 0.06% | 206 |
|