Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Eaton V.Tax-Advantaged Dividend Inc Fund
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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $272k | 11k | 24.05 |
| 2024-09-30 | $277k | 11k | 24.69 |
| 2024-06-30 | $264k | 11k | 23.29 |
| 2024-03-31 | $312k | 13k | 23.60 |
| 2023-12-31 | $297k | 13k | 22.25 |
| 2023-09-30 | $287k | 14k | 21.18 |
| 2023-06-30 | $200k | 8.8k | 22.75 |
| 2021-03-31 | $216k | 8.2k | 26.26 |
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Home Depot (HD)
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