Creative Planning’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
Q2 | $713K | Buy |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $420K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $131K | Sell |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | $174K | Buy |
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|
2018
Q1 | $156K | Sell |
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|
2017
Q4 | $487K | Sell |
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|
2017
Q3 | $684K | Sell |
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|
2017
Q2 | $679K | Buy |
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|
2017
Q1 | $412K | Sell |
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|
2016
Q4 | $681K | Buy |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $128K | Buy |
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|
2016
Q1 | $107K | Sell |
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|
2015
Q4 | $229K | Buy |
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|
2015
Q3 | $176K | Buy |
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|
2015
Q2 | $146K | Buy |
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|
2015
Q1 | $96K | Buy |
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|
2014
Q4 | $70K | Hold |
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|
2014
Q3 | $72K | Sell |
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|
2014
Q2 | $152K | Buy |
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|
2014
Q1 | $144K | Hold |
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|
2013
Q4 | $141K | Sell |
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|
2013
Q3 | $176K | Buy |
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|
2013
Q2 | $127K | Buy |
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