Arete Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
|
|||||
|
2025
Q1 | $388K | Buy |
|
|||||
|
2024
Q4 | $398K | Buy |
|
|||||
|
2024
Q3 | $381K | Buy |
|
|||||
|
2024
Q2 | $366K | Buy |
|
|||||
|
2024
Q1 | $341K | Sell |
|
|||||
|
2023
Q4 | $316K | Sell |
|
|||||
|
2023
Q3 | $309K | Sell |
|
|||||
|
2023
Q2 | $342K | Buy |
|
|||||
|
2023
Q1 | $289K | Sell |
|
|||||
|
2022
Q4 | $292M | Sell |
|
|||||
|
2022
Q3 | $304K | Sell |
|
|||||
|
2022
Q2 | $326K | Sell |
|
|||||
|
2022
Q1 | $444K | Buy |
|
|||||
|
2021
Q4 | $448K | Buy |
|
|||||
|
2021
Q3 | $406K | Sell |
|
|||||
|
2021
Q2 | $418K | Hold |
|
|||||
|
2021
Q1 | $379K | Hold |
|
|||||
|
2020
Q4 | $364K | Sell |
|
|||||
|
2020
Q3 | $331K | Hold |
|
|||||
|
2020
Q2 | $329K | Sell |
|
|||||
|
2020
Q1 | $284K | Buy |
|
|||||
|
2019
Q4 | $382K | Buy |
|
|||||
|
2019
Q3 | $360K | Hold |
|
|||||
|
2019
Q2 | $363K | Sell |
|
|||||
|
2019
Q1 | $454K | Sell |
|
|||||
|
2018
Q4 | $422K | Sell |
|
|||||
|
2018
Q3 | $734K | Buy |
|
|||||
|
2018
Q2 | $693K | Buy |
|
|||||
|
2018
Q1 | $659K | Buy |
|
|||||
|
2017
Q4 | $671K | Buy |
|
|||||
|
2017
Q3 | $637K | Buy |
|
|||||
|
2017
Q2 | $522K | Buy |
|