Punch & Associates Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.43M | Sell |
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2016
Q3 | $3.67M | Sell |
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2016
Q2 | $5.69M | Sell |
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|
2016
Q1 | $7.69M | Sell |
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|
2015
Q4 | $8.11M | Buy |
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2015
Q3 | $6.87M | Buy |
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|
2015
Q2 | $7.22M | Buy |
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|
2015
Q1 | $5.81M | Buy |
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|
2014
Q4 | $5.83M | Buy |
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|
2014
Q3 | $5.11M | Sell |
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|
2014
Q2 | $5.25M | Buy |
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|
2014
Q1 | $4.91M | Sell |
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|
2013
Q4 | $4.79M | Buy |
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|
2013
Q3 | $3.68M | Buy |
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|
2013
Q2 | $2.47M | Buy |
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