Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,465
| Closed | -$91K | – | 938 |
|
|
2021
Q1 | $91K | Buy |
+3,465
| New | +$91K | 0.01% | 693 |
|
|
2020
Q2 | – | Sell |
-3,465
| Closed | -$58K | – | 634 |
|
|
2020
Q1 | $58K | Hold |
3,465
| – | – | 0.01% | 480 |
|
|
2019
Q4 | $88K | Hold |
3,465
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $85K | Hold |
3,465
| – | – | 0.01% | 429 |
|
|
2019
Q2 | $82K | Hold |
3,465
| – | – | 0.01% | 419 |
|
|
2019
Q1 | $77K | Hold |
3,465
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $66K | Sell |
3,465
-611
| -15% | -$11.6K | 0.01% | 381 |
|
|
2018
Q3 | $100K | Buy |
4,076
+611
| +18% | +$15K | 0.02% | 339 |
|
|
2018
Q2 | $80K | Hold |
3,465
| – | – | 0.02% | 371 |
|
|
2018
Q1 | $76K | Hold |
3,465
| – | – | 0.02% | 326 |
|
|
2017
Q4 | $81K | Hold |
3,465
| – | – | 0.02% | 295 |
|
|
2017
Q3 | $77K | Buy |
+3,465
| New | +$77K | 0.02% | 250 |
|