B. Riley Wealth Advisors’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 | $160K | Buy |
+10,337
| New | +$160K | 0.01% | 889 |
|
|
2024
Q4 | $400K | Sell |
26,756
-7,050
| -21% | -$105K | 0.01% | 769 |
|
|
2024
Q3 | $493K | Sell |
33,806
-45,305
| -57% | -$660K | 0.01% | 746 |
|
|
2024
Q2 | $1.11M | Sell |
79,111
-3,373
| -4% | -$47.4K | 0.03% | 501 |
|
|
2024
Q1 | $952K | Buy |
82,484
+6,186
| +8% | +$71.4K | 0.03% | 538 |
|
|
2023
Q4 | $930K | Sell |
76,298
-6,186
| -7% | -$75.4K | 0.03% | 555 |
|
|
2023
Q3 | $952K | Buy |
82,484
+3,153
| +4% | +$36.4K | 0.03% | 538 |
|
|
2023
Q2 | $988K | Buy |
79,331
+861
| +1% | +$10.7K | 0.02% | 574 |
|
|
2023
Q1 | $916K | Buy |
78,470
+15,340
| +24% | +$179K | 0.02% | 561 |
|
|
2022
Q4 | $686K | Buy |
63,130
+2,237
| +4% | +$24.3K | 0.02% | 667 |
|
|
2022
Q3 | $662K | Buy |
60,893
+2,278
| +4% | +$24.8K | 0.02% | 657 |
|
|
2022
Q2 | $665K | Sell |
58,615
-7,380
| -11% | -$83.7K | 0.03% | 552 |
|
|
2022
Q1 | $922K | Sell |
65,995
-1,204
| -2% | -$16.8K | 0.03% | 522 |
|
|
2021
Q4 | $1.01M | Sell |
67,199
-1,836
| -3% | -$27.7K | 0.03% | 529 |
|
|
2021
Q3 | $964K | Buy |
69,035
+3,800
| +6% | +$53.1K | 0.03% | 529 |
|
|
2021
Q2 | $918K | Buy |
65,235
+655
| +1% | +$9.22K | 0.03% | 539 |
|
|
2021
Q1 | $825K | Buy |
64,580
+28,057
| +77% | +$358K | 0.03% | 537 |
|
|
2020
Q4 | $448K | Buy |
36,523
+13,498
| +59% | +$166K | 0.02% | 576 |
|
|
2020
Q3 | $251K | Buy |
23,025
+3,000
| +15% | +$32.7K | 0.01% | 771 |
|
|
2020
Q2 | $216K | Hold |
20,025
| – | – | 0.01% | 750 |
|
|
2020
Q1 | $187K | Hold |
20,025
| – | – | 0.02% | 685 |
|
|
2019
Q4 | $251K | Hold |
20,025
| – | – | 0.02% | 679 |
|
|
2019
Q3 | $239K | Sell |
20,025
-3,000
| -13% | -$35.8K | 0.02% | 675 |
|
|
2019
Q2 | $277K | Sell |
23,025
-1,009
| -4% | -$12.1K | 0.03% | 598 |
|
|
2019
Q1 | $272K | Buy |
24,034
+1,334
| +6% | +$15.1K | 0.03% | 542 |
|
|
2018
Q4 | $232K | Hold |
22,700
| – | – | 0.03% | 530 |
|
|
2018
Q3 | $292K | Sell |
22,700
-2,000
| -8% | -$25.7K | 0.03% | 506 |
|
|
2018
Q2 | $300K | Hold |
24,700
| – | – | 0.04% | 465 |
|
|
2018
Q1 | $286K | Hold |
24,700
| – | – | 0.04% | 471 |
|
|
2017
Q4 | $302K | Buy |
+24,700
| New | +$302K | 0.04% | 446 |
|