Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,827
| Closed | -$134K | – | 127 |
|
|
2022
Q2 | $134K | Hold |
11,827
| – | – | 0.04% | 129 |
|
|
2022
Q1 | $165K | Hold |
11,827
| – | – | 0.04% | 160 |
|
|
2021
Q4 | $178K | Hold |
11,827
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $165K | Hold |
11,827
| – | – | 0.03% | 145 |
|
|
2021
Q2 | $166K | Sell |
11,827
-3,827
| -24% | -$53.7K | 0.03% | 147 |
|
|
2021
Q1 | $200K | Buy |
+15,654
| New | +$200K | 0.04% | 130 |
|