Avantax Advisory Services’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 | $260K | Buy |
16,791
+26
| +0.2% | +$402 | ﹤0.01% | 2025 |
|
|
2025
Q1 | $239K | Sell |
16,765
-110
| -0.7% | -$1.57K | ﹤0.01% | 1987 |
|
|
2024
Q4 | $252K | Buy |
16,875
+272
| +2% | +$4.07K | ﹤0.01% | 1905 |
|
|
2024
Q3 | $243K | Buy |
16,603
+111
| +0.7% | +$1.63K | ﹤0.01% | 1898 |
|
|
2024
Q2 | $232K | Buy |
16,492
+4,788
| +41% | +$67.3K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $156K | Buy |
11,704
+1,413
| +14% | +$18.9K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $125K | Buy |
+10,291
| New | +$125K | ﹤0.01% | 1518 |
|
|
2023
Q2 | – | Sell |
-56,104
| Closed | -$655K | – | 1527 |
|
|
2023
Q1 | $655K | Sell |
56,104
-1,264
| -2% | -$14.8K | 0.01% | 810 |
|
|
2022
Q4 | $623K | Buy |
57,368
+6,983
| +14% | +$75.8K | 0.01% | 780 |
|
|
2022
Q3 | $547K | Buy |
50,385
+2,474
| +5% | +$26.9K | 0.01% | 734 |
|
|
2022
Q2 | $543K | Buy |
+47,911
| New | +$543K | 0.01% | 751 |
|
|
2022
Q1 | – | Sell |
-13,973
| Closed | -$210K | – | 1307 |
|
|
2021
Q4 | $210K | Buy |
13,973
+1,860
| +15% | +$28K | ﹤0.01% | 1153 |
|
|
2021
Q3 | $170K | Buy |
+12,113
| New | +$170K | ﹤0.01% | 1126 |
|