IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,012
| Closed | -$120K | – | 114 |
|
|
2022
Q4 | $120K | Hold |
11,012
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $120K | Hold |
11,012
| – | – | 0.03% | 143 |
|
|
2022
Q2 | $125K | Hold |
11,012
| – | – | 0.03% | 153 |
|
|
2022
Q1 | $154K | Buy |
+11,012
| New | +$154K | 0.03% | 167 |
|
|
2021
Q4 | – | Sell |
-4,587
| Closed | -$64K | – | 263 |
|
|
2021
Q3 | $64K | Buy |
+4,587
| New | +$64K | 0.01% | 255 |
|
|
2019
Q3 | – | Sell |
-6,247
| Closed | -$74K | – | 150 |
|
|
2019
Q2 | $74K | Buy |
+6,247
| New | +$74K | 0.02% | 181 |
|