Atria Wealth Solutions’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 | $845K | Buy |
54,625
+25,689
| +89% | +$397K | 0.02% | 706 |
|
|
2025
Q1 | $413K | Sell |
28,936
-6,626
| -19% | -$94.5K | 0.01% | 1281 |
|
|
2024
Q4 | $532K | Sell |
35,562
-8,990
| -20% | -$134K | 0.01% | 1234 |
|
|
2024
Q3 | $653K | Sell |
44,552
-2,001
| -4% | -$29.3K | 0.01% | 1103 |
|
|
2024
Q2 | $654K | Sell |
46,553
-5,813
| -11% | -$81.7K | 0.01% | 1088 |
|
|
2024
Q1 | $700K | Sell |
52,366
-8,661
| -14% | -$116K | 0.01% | 1077 |
|
|
2023
Q4 | $744K | Sell |
61,027
-10,167
| -14% | -$124K | 0.01% | 997 |
|
|
2023
Q3 | $822K | Sell |
71,194
-55,291
| -44% | -$638K | 0.01% | 898 |
|
|
2023
Q2 | $1.58M | Buy |
126,485
+1,465
| +1% | +$18.3K | 0.02% | 661 |
|
|
2023
Q1 | $1.46M | Buy |
125,020
+54,159
| +76% | +$632K | 0.02% | 657 |
|
|
2022
Q4 | $770K | Buy |
70,861
+14,995
| +27% | +$163K | 0.01% | 877 |
|
|
2022
Q3 | $611K | Buy |
55,866
+29,961
| +116% | +$328K | 0.01% | 921 |
|
|
2022
Q2 | $294K | Sell |
25,905
-27,439
| -51% | -$311K | 0.01% | 1198 |
|
|
2022
Q1 | $745K | Buy |
+53,344
| New | +$745K | 0.01% | 854 |
|