Wealth Enhancement Advisory Services’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 | $4.87M | Buy |
199,482
+26,562
| +15% | +$648K | 0.01% | 908 |
|
2025
Q1 | $4.02M | Sell |
172,920
-892
| -0.5% | -$20.8K | 0.01% | 913 |
|
2024
Q4 | $4.18M | Sell |
173,812
-9,391
| -5% | -$226K | 0.01% | 862 |
|
2024
Q3 | $4.52M | Buy |
183,203
+20,976
| +13% | +$518K | 0.01% | 759 |
|
2024
Q2 | $3.78M | Buy |
162,227
+11,487
| +8% | +$268K | 0.01% | 772 |
|
2024
Q1 | $3.56M | Sell |
150,740
-825
| -0.5% | -$19.5K | 0.01% | 760 |
|
2023
Q4 | $3.37M | Buy |
151,565
+5,864
| +4% | +$130K | 0.01% | 722 |
|
2023
Q3 | $3.09M | Buy |
+145,701
| New | +$3.09M | 0.01% | 705 |
|