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Castle Financial & Retirement Planning Associates’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Buy
+152
New +$2.22K 0.01% 163

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ETY Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2021: 152 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings.

158 funds tracked by Wall St. Rank hold ETY as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 152 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2K as of Q4 2021.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #163 holding.
  • 158 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.