SFWA
Summit Financial Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-72,740
| Closed | -$1.4M | – | 146 |
|
|
2016
Q1 | $1.4M | Hold |
72,740
| – | – | 0.61% | 42 |
|
|
2015
Q4 | $1.41M | Sell |
72,740
-2,785
| -4% | -$53.9K | 0.64% | 43 |
|
|
2015
Q3 | $1.39M | Buy |
75,525
+1,000
| +1% | +$18.4K | 0.9% | 36 |
|
|
2015
Q2 | $1.48M | Buy |
+74,525
| New | +$1.48M | 0.91% | 34 |
|