Xcel Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Xcel Wealth Management’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
2025 Q2	$274K	Hold
2025 Q1	$265K	Buy
2024 Q4	$272K	Buy
2024 Q3	$277K	Sell
2024 Q2	$264K	Sell
2024 Q1	$312K	Sell
2023 Q4	$296K	Sell
2023 Q3	$287K	Buy
2023 Q2	$200K	Buy
2021 Q2	–	Sell
2021 Q1	$216K	Buy