Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.9M | Sell |
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|
2025
Q3 | $2.98M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $112K | Sell |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $162K | Sell |
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|
2021
Q1 | $309K | Buy |
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