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Spire Wealth Management EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
8
Latest value
$67K
Q3 2026
Peak value
$3.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $9K |
| Q1 2026 | $3M |
| Q1 2026 | $5K |
| Q2 2026 | $3.2M |
| Q2 2026 | $6K |
| Q3 2026 | $3.2M |
| Q3 2026 | $67K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67K | 2.2K | — | — |
| Q3 2026 | $3.2M | 113.1K | — | — |
| Q2 2026 | $6K | 185 | — | — |
| Q2 2026 | $3.2M | 115.6K | — | — |
| Q1 2026 | $5K | 185 | — | — |
| Q1 2026 | $3M | 121.6K | — | — |
| Q4 2025 | $9K | 300 | — | — |
| Q4 2025 | $2.9M | 115.2K | — | — |