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Summit Investment Advisory Services, LLC → EVT
Summit Investment Advisory Services, LLC EVT Position History
Eaton Vance Tax-Advantaged Dividend Income Fund • Financial Services
Quarters held
6
Latest value
$584K
Q3 2026
Peak value
$766K
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $766K |
| Q3 2025 | $477K |
| Q4 2025 | $490K |
| Q1 2026 | $481K |
| Q2 2026 | $546K |
| Q3 2026 | $584K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $584K | 20.9K | — | — |
| Q2 2026 | $546K | 19.7K | — | — |
| Q1 2026 | $481K | 19.6K | — | — |
| Q4 2025 | $490K | 19.5K | — | — |
| Q3 2025 | $477K | 19.5K | — | — |
| Q2 2025 | $766K | 31.8K | — | — |