Confluence Wealth Services’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 | $308K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $179K | Buy |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $213K | Buy |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $241K | Buy |
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