Accurate Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9,595
| Closed | -$107K | – | 622 |
|
2022
Q4 | $107K | Buy |
+9,595
| New | +$107K | 0.04% | 303 |
|
2022
Q3 | – | Sell |
-10,065
| Closed | -$114K | – | 194 |
|
2022
Q2 | $114K | Hold |
10,065
| – | – | 0.06% | 152 |
|
2022
Q1 | $141K | Hold |
10,065
| – | – | 0.06% | 170 |
|
2021
Q4 | $151K | Hold |
10,065
| – | – | 0.12% | 139 |
|
2021
Q3 | $140K | Hold |
10,065
| – | – | 0.12% | 136 |
|
2021
Q2 | $142K | Buy |
+10,065
| New | +$142K | 0.12% | 130 |
|