AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.4K | Buy |
3,325
+1,349
| +68% | +$20.9K | ﹤0.01% | 1557 |
|
|
2025
Q1 | $28.2K | Buy |
1,976
+385
| +24% | +$5.49K | ﹤0.01% | 1612 |
|
|
2024
Q4 | $23.8K | Buy |
+1,591
| New | +$23.8K | ﹤0.01% | 1614 |
|
|
2021
Q1 | – | Sell |
-2,700
| Closed | -$33K | – | 1383 |
|
|
2020
Q4 | $33K | Hold |
2,700
| – | – | ﹤0.01% | 775 |
|
|
2020
Q3 | $29K | Hold |
2,700
| – | – | ﹤0.01% | 767 |
|
|
2020
Q2 | $29K | Buy |
+2,700
| New | +$29K | ﹤0.01% | 745 |
|