Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $236K | Sell |
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|
2016
Q3 | $254K | Sell |
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|
2016
Q2 | $303K | Buy |
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|
2016
Q1 | $313K | Sell |
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|
2015
Q4 | $349K | Sell |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $178K | Buy |
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|
2014
Q4 | $308K | Sell |
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|
2014
Q3 | $394K | Sell |
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|
2014
Q2 | $411K | Buy |
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|
2014
Q1 | $364K | Buy |
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|
2013
Q4 | $326K | Buy |
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|
2013
Q3 | $143K | Sell |
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|
2013
Q2 | $151K | Buy |
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