Stonebridge Financial Planning Group’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
Q2 | $323K | Buy |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $321K | Hold |
|
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|
2024
Q2 | $303K | Hold |
|
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|
2024
Q1 | $307K | Hold |
|
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|
2023
Q4 | $289K | Hold |
|
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|
2023
Q3 | $275K | Hold |
|
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $317K | Sell |
|
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|
2022
Q4 | $323K | Sell |
|
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|
2022
Q3 | $311K | Buy |
|
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $404K | Hold |
|
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $537K | Hold |
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|
2020
Q4 | $474K | Hold |
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|
2020
Q3 | $400K | Sell |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $522K | Hold |
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|
2019
Q4 | $749K | Buy |
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