Dakota Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,600
| Closed | -$158K | – | 764 |
|
|
2024
Q4 | $158K | Hold |
10,600
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $155K | Hold |
10,600
| – | – | ﹤0.01% | 698 |
|
|
2024
Q2 | $149K | Hold |
10,600
| – | – | ﹤0.01% | 681 |
|
|
2024
Q1 | $142K | Hold |
10,600
| – | – | ﹤0.01% | 691 |
|
|
2023
Q4 | $129K | Buy |
+10,600
| New | +$129K | 0.01% | 629 |
|
|
2021
Q2 | – | Sell |
-19,860
| Closed | -$253K | – | 332 |
|
|
2021
Q1 | $253K | Sell |
19,860
-260
| -1% | -$3.31K | 0.03% | 273 |
|
|
2020
Q4 | $246K | Sell |
20,120
-8,900
| -31% | -$109K | 0.03% | 278 |
|
|
2020
Q3 | $316K | Hold |
29,020
| – | – | 0.05% | 216 |
|
|
2020
Q2 | $313K | Buy |
29,020
+5,465
| +23% | +$58.9K | 0.05% | 208 |
|
|
2020
Q1 | $219K | Buy |
+23,555
| New | +$219K | 0.05% | 222 |
|