PFS
EVT icon

Prospera Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Prospera Financial Services’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$953K Buy
34,428
+280
+0.8% +$7.35K 0.01% 795
2026
Q1 		$838K Buy
34,148
+2,325
+7% +$59.4K 0.01% 791
2025
Q4 		$801K Buy
31,823
+1,053
+3% +$25.7K 0.01% 763
2025
Q3 		$752K Buy
30,770
+3,954
+15% +$95.5K 0.01% 788
2025
Q2 		$646K Sell
26,816
-987
-4% -$22.4K 0.01% 818
2025
Q1 		$647K Buy
27,803
+13,092
+89% +$313K 0.01% 692
2024
Q4 		$354K Buy
+14,711
New +$364K 0.01% 866
2023
Q1 		– Sell
-9,711
Closed -$221K – 972
2022
Q4 		$221K Sell
9,711
-1,341
-12% -$31.4K 0.01% 814
2022
Q3 		$241K Buy
11,052
+10,373
+1,528% +$257K 0.01% 721
2022
Q2 		$16K Sell
679
-16,399
-96% -$416K ﹤0.01% 1251
2022
Q1 		$495K Buy
17,078
+4,922
+40% +$136K 0.02% 595
2021
Q4 		$362K Buy
+12,156
New +$350K 0.02% 650
2020
Q4 		– Sell
-5,350
Closed -$105K – 929
2020
Q3 		$105K Buy
+5,350
New +$106K 0.04% 394

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