Wealth Alliance Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408K | Hold |
16,637
| – | – | 0.06% | 135 |
|
|
2025
Q4 | $419K | Hold |
16,637
| – | – | 0.07% | 130 |
|
|
2025
Q3 | $407K | Sell |
16,637
-400
| -2% | -$9.66K | 0.07% | 127 |
|
|
2025
Q2 | $411K | Hold |
17,037
| – | – | 0.08% | 124 |
|
|
2025
Q1 | $396K | Hold |
17,037
| – | – | 0.08% | 126 |
|
|
2024
Q4 | $410K | Hold |
17,037
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $421K | Hold |
17,037
| – | – | 0.09% | 121 |
|
|
2024
Q2 | $397K | Hold |
17,037
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $402K | Hold |
17,037
| – | – | 0.09% | 126 |
|
|
2023
Q4 | $379K | Hold |
17,037
| – | – | 0.1% | 126 |
|
|
2023
Q3 | $361K | Hold |
17,037
| – | – | 0.11% | 117 |
|
|
2023
Q2 | $388K | Hold |
17,037
| – | – | 0.14% | 106 |
|
|
2023
Q1 | $385K | Hold |
17,037
| – | – | 0.14% | 100 |
|
|
2022
Q4 | $388K | Buy |
17,037
+5,500
| +48% | +$129K | 0.15% | 91 |
|
|
2022
Q3 | $251K | Hold |
11,537
| – | – | 0.11% | 114 |
|
|
2022
Q2 | $275K | Hold |
11,537
| – | – | 0.13% | 107 |
|
|
2022
Q1 | $334K | Hold |
11,537
| – | – | 0.14% | 105 |
|
|
2021
Q4 | $344K | Sell |
11,537
-35
| -0.3% | -$1.01K | 0.15% | 105 |
|
|
2021
Q3 | $318K | Hold |
11,572
| – | – | 0.16% | 104 |
|
|
2021
Q2 | $320K | Hold |
11,572
| – | – | 0.16% | 107 |
|
|
2021
Q1 | $304K | Hold |
11,572
| – | – | 0.16% | 104 |
|
|
2020
Q4 | $274K | Hold |
11,572
| – | – | 0.15% | 112 |
|
|
2020
Q3 | $228K | Hold |
11,572
| – | – | 0.13% | 110 |
|
|
2020
Q2 | $223K | Hold |
11,572
| – | – | 0.14% | 106 |
|
|
2020
Q1 | $195K | Hold |
11,572
| – | – | 0.15% | 103 |
|
|
2019
Q4 | $295K | Hold |
11,572
| – | – | 0.17% | 92 |
|
|
2019
Q3 | $280K | Hold |
11,572
| – | – | 0.17% | 88 |
|
|
2019
Q2 | $287K | Hold |
11,572
| – | – | 0.18% | 90 |
|
|
2019
Q1 | $272K | Buy |
+11,572
| New | +$246K | 0.18% | 95 |
|
Other funds holding EVT
1CP
MGAM
JIC
SWP