Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in EATON VANCE TAX-ADVANTAGED DIV COM (EVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 83,280 | -12,639 | -13.2% | 0.57% | $2.1M | $24.70 |
| 2025 Q3 | REDUCED | 95,919 | -12,722 | -11.7% | 0.68% | $2.3M | $23.50 |
| 2025 Q2 | REDUCED | 108,641 | -1,402 | -1.3% | 0.87% | $2.6M | $22.70 |
| 2025 Q1 | REDUCED | 110,043 | -5,747 | -5.0% | 0.93% | $2.6M | $21.44 |
| 2024 Q4 | REDUCED | 115,790 | -3,579 | -3.0% | 1.06% | $2.8M | $21.70 |
| 2024 Q3 | REDUCED | 119,369 | -2,945 | -2.4% | 1.10% | $2.9M | $21.83 |
| 2024 Q2 | ADDED | 122,314 | +1,177 | +1.0% | 1.14% | $2.8M | $20.18 |
| 2024 Q1 | ADDED | 121,137 | +1,886 | +1.6% | 1.21% | $2.9M | $20.01 |
| 2023 Q4 | REDUCED | 119,251 | -6,011 | -4.8% | 1.33% | $2.7M | $18.49 |
| 2023 Q3 | REDUCED | 125,262 | -2,988 | -2.3% | 1.48% | $2.7M | $17.23 |
As of 2025 Q4 — sorted by position size