Silverlake Wealth Management’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 | $525K | Hold |
21,769
| – | – | 0.15% | 160 |
|
2025
Q1 | $507K | Hold |
21,769
| – | – | 0.19% | 125 |
|
2024
Q4 | $524K | Hold |
21,769
| – | – | 0.2% | 123 |
|
2024
Q3 | $537K | Hold |
21,769
| – | – | 0.2% | 116 |
|
2024
Q2 | $507K | Sell |
21,769
-1,150
| -5% | -$26.8K | 0.21% | 113 |
|
2024
Q1 | $541K | Hold |
22,919
| – | – | 0.28% | 91 |
|
2023
Q4 | $510K | Hold |
22,919
| – | – | 0.28% | 91 |
|
2023
Q3 | $485K | Hold |
22,919
| – | – | 0.27% | 95 |
|
2023
Q2 | $521K | Hold |
22,919
| – | – | 0.29% | 83 |
|
2023
Q1 | $518K | Hold |
22,919
| – | – | 0.31% | 73 |
|
2022
Q4 | $523K | Hold |
22,919
| – | – | 0.33% | 73 |
|
2022
Q3 | $498K | Hold |
22,919
| – | – | 0.34% | 75 |
|
2022
Q2 | $547K | Hold |
22,919
| – | – | 0.36% | 72 |
|
2022
Q1 | $664K | Sell |
22,919
-763
| -3% | -$22.1K | 0.38% | 71 |
|
2021
Q4 | $705K | Buy |
+23,682
| New | +$705K | 0.38% | 68 |
|