Back to EVT
Creative Planning EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
10
Latest value
$814K
Q3 2026
Peak value
$868K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $565K |
| Q3 2025 | $702K |
| Q4 2025 | $667K |
| Q4 2025 | $765K |
| Q1 2026 | $664K |
| Q1 2026 | $719K |
| Q2 2026 | $846K |
| Q2 2026 | $868K |
| Q3 2026 | $786K |
| Q3 2026 | $814K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $814K | 26.8K | — | — |
| Q3 2026 | $786K | 28.2K | — | — |
| Q2 2026 | $868K | 28.1K | — | — |
| Q2 2026 | $846K | 30.6K | — | — |
| Q1 2026 | $719K | 27.0K | — | — |
| Q1 2026 | $664K | 27.0K | — | — |
| Q4 2025 | $765K | 25.2K | — | — |
| Q4 2025 | $667K | 26.5K | — | — |
| Q3 2025 | $702K | 25.5K | — | — |
| Q3 2025 | $565K | 23.1K | — | — |