HHM Wealth Advisors’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 | $55.5K | Buy |
3,587
+72
| +2% | +$1.11K | 0.01% | 358 |
|
|
2025
Q1 | $50.1K | Buy |
3,515
+69
| +2% | +$984 | 0.01% | 365 |
|
|
2024
Q4 | $51.5K | Buy |
3,446
+68
| +2% | +$1.02K | 0.01% | 344 |
|
|
2024
Q3 | $49.5K | Buy |
+3,378
| New | +$49.5K | 0.01% | 345 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$23K | – | 689 |
|
|
2022
Q2 | $23K | Hold |
2,000
| – | – | 0.01% | 401 |
|
|
2022
Q1 | $28K | Hold |
2,000
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $30K | Hold |
2,000
| – | – | 0.01% | 368 |
|
|
2021
Q3 | $28K | Hold |
2,000
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $28K | Hold |
2,000
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $26K | Hold |
2,000
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $25K | Hold |
2,000
| – | – | 0.01% | 332 |
|
|
2020
Q3 | $22K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $22K | Hold |
2,000
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $19K | Buy |
+2,000
| New | +$19K | 0.01% | 303 |
|