JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,900
| Closed | -$27K | – | 539 |
|
|
2020
Q1 | $27K | Buy |
+2,900
| New | +$27K | 0.01% | 255 |
|
|
2018
Q1 | – | Sell |
-1,426
| Closed | -$17K | – | 539 |
|
|
2017
Q4 | $17K | Buy |
1,426
+30
| +2% | +$358 | ﹤0.01% | 343 |
|
|
2017
Q3 | $16K | Buy |
1,396
+30
| +2% | +$344 | ﹤0.01% | 340 |
|
|
2017
Q2 | $15K | Buy |
+1,366
| New | +$15K | ﹤0.01% | 322 |
|