Spire 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 | $2.73M | Buy |
113,200
+5,173
| +5% | +$125K | 0.1% | 176 |
|
|
2025
Q1 | $2.51M | Buy |
108,027
+27,069
| +33% | +$630K | 0.08% | 236 |
|
|
2024
Q4 | $1.95M | Buy |
+80,958
| New | +$1.95M | 0.06% | 247 |
|
|
2022
Q2 | – | Sell |
-3,873
| Closed | -$112K | – | 2705 |
|
|
2022
Q1 | $112K | Sell |
3,873
-14,420
| -79% | -$417K | ﹤0.01% | 1123 |
|
|
2021
Q4 | $545K | Buy |
18,293
+12,010
| +191% | +$358K | 0.01% | 670 |
|
|
2021
Q3 | $172K | Buy |
6,283
+433
| +7% | +$11.9K | ﹤0.01% | 978 |
|
|
2021
Q2 | $162K | Sell |
5,850
-6,021
| -51% | -$167K | ﹤0.01% | 1007 |
|
|
2021
Q1 | $309K | Buy |
+11,871
| New | +$309K | 0.01% | 846 |
|