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
Q3
$2.98M Buy
2025
Q2
$2.73M Buy
2025
Q1
$2.51M Buy
2024
Q4
$1.95M Buy
2022
Q2
Sell
2022
Q1
$112K Sell
2021
Q4
$545K Buy
2021
Q3
$172K Buy
2021
Q2
$162K Sell
2021
Q1
$309K Buy