IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-500
| Closed | -$7.67K | – | 5060 |
|
|
2025
Q4 | $7.67K | Sell |
500
-500
| -50% | -$7.75K | ﹤0.01% | 3203 |
|
|
2025
Q3 | $15.9K | Sell |
1,000
-41
| -4% | -$646 | ﹤0.01% | 2700 |
|
|
2025
Q2 | $16.1K | Sell |
1,041
-559
| -35% | -$8.01K | ﹤0.01% | 2658 |
|
|
2025
Q1 | $22.8K | Hold |
1,600
| – | – | ﹤0.01% | 2240 |
|
|
2024
Q4 | $23.9K | Hold |
1,600
| – | – | ﹤0.01% | 2166 |
|
|
2024
Q3 | $23.4K | Hold |
1,600
| – | – | ﹤0.01% | 2085 |
|
|
2024
Q2 | $22.5K | Hold |
1,600
| – | – | ﹤0.01% | 2028 |
|
|
2024
Q1 | $21.4K | Sell |
1,600
-1,800
| -53% | -$22.9K | ﹤0.01% | 1936 |
|
|
2023
Q4 | $41.4K | Hold |
3,400
| – | – | ﹤0.01% | 1609 |
|
|
2023
Q3 | $39.2K | Buy |
3,400
+1,600
| +89% | +$19.4K | ﹤0.01% | 1654 |
|
|
2023
Q2 | $22.4K | Hold |
1,800
| – | – | ﹤0.01% | 1945 |
|
|
2023
Q1 | $22.2K | Hold |
1,800
| – | – | ﹤0.01% | 1974 |
|
|
2022
Q4 | $22K | Hold |
1,800
| – | – | ﹤0.01% | 2808 |
|
|
2022
Q3 | $22K | Hold |
1,800
| – | – | ﹤0.01% | 2990 |
|
|
2022
Q2 | $22K | Hold |
1,800
| – | – | ﹤0.01% | 2750 |
|
|
2022
Q1 | $22K | Buy |
+1,800
| New | +$25.1K | ﹤0.01% | 2750 |
|
|
2019
Q1 | $2.85M | Sell |
252,225
-18,206
| -7% | -$202K | 0.39% | 49 |
|
|
2018
Q4 | $2.73M | Sell |
270,431
-2,551
| -0.9% | -$29.3K | 0.17% | 139 |
|
|
2018
Q3 | $3.5M | Sell |
272,982
-2,888
| -1% | -$36.6K | 0.14% | 165 |
|
|
2018
Q2 | $3.34M | Sell |
275,870
-6,631
| -2% | -$80.7K | 0.14% | 167 |
|
|
2018
Q1 | $3.44M | Hold |
282,501
| – | – | 0.16% | 151 |
|
|
2017
Q4 | $3.44M | Sell |
282,501
-71,496
| -20% | -$848K | 0.16% | 151 |
|
|
2017
Q3 | $4.13M | Sell |
353,997
-10,114
| -3% | -$115K | 0.16% | 133 |
|
|
2017
Q2 | $4.11M | Sell |
364,111
-14,466
| -4% | -$164K | 0.17% | 125 |
|
|
2017
Q1 | $4.19M | Buy |
378,577
+2,896
| +0.8% | +$31.4K | 0.18% | 119 |
|
|
2016
Q4 | $3.89M | Buy |
375,681
+78,562
| +26% | +$816K | 0.19% | 123 |
|
|
2016
Q3 | $3.18M | Buy |
297,119
+75,537
| +34% | +$809K | 0.17% | 129 |
|
|
2016
Q2 | $2.31M | Sell |
221,582
-30,643
| -12% | -$320K | 0.13% | 175 |
|
|
2016
Q1 | $2.85M | Buy |
252,225
+202,599
| +408% | +$2.09M | 0.39% | 49 |
|
|
2015
Q4 | $556K | Buy |
+49,626
| New | +$556K | 0.04% | 469 |
|
Other funds holding ETY
PS
GC
MPCG
