Prospera Financial Services’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 | $646K | Sell |
26,816
-987
| -4% | -$23.8K | 0.01% | 818 |
|
|
2025
Q1 | $647K | Buy |
27,803
+13,092
| +89% | +$305K | 0.01% | 692 |
|
|
2024
Q4 | $354K | Buy |
+14,711
| New | +$354K | 0.01% | 866 |
|
|
2023
Q1 | – | Sell |
-9,711
| Closed | -$221K | – | 972 |
|
|
2022
Q4 | $221K | Sell |
9,711
-1,341
| -12% | -$30.6K | 0.01% | 814 |
|
|
2022
Q3 | $241K | Buy |
11,052
+10,373
| +1,528% | +$226K | 0.01% | 721 |
|
|
2022
Q2 | $16K | Sell |
679
-16,399
| -96% | -$386K | ﹤0.01% | 1251 |
|
|
2022
Q1 | $495K | Buy |
17,078
+4,922
| +40% | +$143K | 0.02% | 595 |
|
|
2021
Q4 | $362K | Buy |
+12,156
| New | +$362K | 0.02% | 650 |
|
|
2020
Q4 | – | Sell |
-5,350
| Closed | -$105K | – | 929 |
|
|
2020
Q3 | $105K | Buy |
+5,350
| New | +$105K | 0.04% | 394 |
|