Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Buy |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $96.7K | Sell |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $105K | Sell |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $118K | Hold |
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|
2023
Q1 | $110K | Buy |
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|
2022
Q4 | $51.6K | Sell |
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|
2022
Q3 | $97K | Buy |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $33K | Sell |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $53K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $19K | Hold |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Buy |
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