Carson Wealth (CWM LLC)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17K | Hold |
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|
2025
Q2 | $17K | Sell |
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|
2025
Q1 | $99K | Sell |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $143K | Sell |
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|
2024
Q2 | $138K | Sell |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $113K | Buy |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $133K | Sell |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q2 | $134K | Hold |
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|
2021
Q1 | $134K | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $134K | Hold |
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|
2019
Q4 | $134K | Hold |
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|
2019
Q3 | $134K | Hold |
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|
2019
Q2 | $134K | Hold |
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|
2019
Q1 | $134K | Sell |
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|
2018
Q4 | $2.06M | Buy |
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