Wealth Enhancement Advisory Services
EVT icon

Wealth Enhancement Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EVT Stock Details EVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
153,941
+7,730
+5% +$203K 0.01% 1125
2026
Q1 		$3.58M Sell
146,211
-47,289
-24% -$1.21M 0.01% 1076
2025
Q4 		$4.97M Sell
193,500
-932
-0.5% -$22.8K 0.01% 1025
2025
Q3 		$4.79M Sell
194,432
-5,050
-3% -$122K 0.01% 975
2025
Q2 		$4.87M Buy
199,482
+26,562
+15% +$604K 0.01% 910
2025
Q1 		$4.02M Sell
172,920
-892
-0.5% -$21.3K 0.01% 914
2024
Q4 		$4.18M Sell
173,812
-9,391
-5% -$232K 0.01% 863
2024
Q3 		$4.52M Buy
183,203
+20,976
+13% +$501K 0.01% 760
2024
Q2 		$3.78M Buy
162,227
+11,487
+8% +$267K 0.01% 772
2024
Q1 		$3.56M Sell
150,740
-825
-0.5% -$18.5K 0.01% 760
2023
Q4 		$3.37M Buy
151,565
+5,864
+4% +$121K 0.01% 722
2023
Q3 		$3.09M Buy
+145,701
New +$3.29M 0.01% 705

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MAG
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PFS
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JWM
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DC
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DAS
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NLP
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IRC
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CA
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