Guardian Wealth Advisors (North Carolina)’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
Q2 | $2.55M | Hold |
164,610
| – | – | 0.18% | 79 |
|
|
2025
Q1 | $2.35M | Hold |
164,610
| – | – | 0.19% | 78 |
|
|
2024
Q4 | $2.46M | Sell |
164,610
-6,104
| -4% | -$91.3K | 0.19% | 74 |
|
|
2024
Q3 | $2.5M | Sell |
170,714
-2,049
| -1% | -$30K | 0.27% | 53 |
|
|
2024
Q2 | $2.43M | Sell |
172,763
-1,938
| -1% | -$27.2K | 0.28% | 51 |
|
|
2024
Q1 | $2.33M | Sell |
174,701
-2,429
| -1% | -$32.5K | 0.29% | 49 |
|
|
2023
Q4 | $2.16M | Sell |
177,130
-13,353
| -7% | -$163K | 0.33% | 47 |
|
|
2023
Q3 | $2.2M | Sell |
190,483
-6
| -0% | -$69 | 0.37% | 41 |
|
|
2023
Q2 | $2.37M | Sell |
190,489
-2,143
| -1% | -$26.7K | 0.41% | 30 |
|
|
2023
Q1 | $2.25M | Buy |
192,632
+145
| +0.1% | +$1.69K | 0.39% | 30 |
|
|
2022
Q4 | $2.09M | Buy |
192,487
+132
| +0.1% | +$1.43K | 0.4% | 28 |
|
|
2022
Q3 | $2.09M | Buy |
192,355
+136
| +0.1% | +$1.48K | 0.39% | 29 |
|
|
2022
Q2 | $2.18M | Buy |
+192,219
| New | +$2.18M | 0.4% | 27 |
|