Kingsview Wealth Management’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 | $1.19M | Buy |
77,215
+18,216
| +31% | +$282K | 0.02% | 542 |
|
|
2025
Q1 | $841K | Sell |
58,999
-4,942
| -8% | -$70.5K | 0.02% | 592 |
|
|
2024
Q4 | $956K | Buy |
63,941
+4,542
| +8% | +$67.9K | 0.02% | 564 |
|
|
2024
Q3 | $870K | Sell |
59,399
-125
| -0.2% | -$1.83K | 0.02% | 571 |
|
|
2024
Q2 | $836K | Sell |
59,524
-2,150
| -3% | -$30.2K | 0.02% | 556 |
|
|
2024
Q1 | $824K | Hold |
61,674
| – | – | 0.02% | 549 |
|
|
2023
Q4 | $752K | Buy |
61,674
+878
| +1% | +$10.7K | 0.02% | 544 |
|
|
2023
Q3 | $702K | Sell |
60,796
-31,666
| -34% | -$365K | 0.03% | 530 |
|
|
2023
Q2 | $1.15M | Sell |
92,462
-243
| -0.3% | -$3.03K | 0.05% | 363 |
|
|
2023
Q1 | $1.08M | Buy |
92,705
+608
| +0.7% | +$7.1K | 0.05% | 377 |
|
|
2022
Q4 | $1M | Buy |
92,097
+2,086
| +2% | +$22.7K | 0.04% | 345 |
|
|
2022
Q3 | $978K | Buy |
90,011
+3,964
| +5% | +$43.1K | 0.05% | 336 |
|
|
2022
Q2 | $975K | Buy |
86,047
+5,093
| +6% | +$57.7K | 0.05% | 372 |
|
|
2022
Q1 | $1.13M | Sell |
80,954
-2,102
| -3% | -$29.4K | 0.05% | 357 |
|
|
2021
Q4 | $1.25M | Sell |
83,056
-9,092
| -10% | -$137K | 0.05% | 327 |
|
|
2021
Q3 | $1.29M | Sell |
92,148
-4,314
| -4% | -$60.2K | 0.06% | 311 |
|
|
2021
Q2 | $1.36M | Buy |
96,462
+6,914
| +8% | +$97.6K | 0.07% | 302 |
|
|
2021
Q1 | $1.15M | Buy |
89,548
+4,621
| +5% | +$59.2K | 0.07% | 299 |
|
|
2020
Q4 | $1.04M | Buy |
84,927
+3,403
| +4% | +$41.7K | 0.08% | 267 |
|
|
2020
Q3 | $888K | Buy |
81,524
+3,055
| +4% | +$33.3K | 0.08% | 252 |
|
|
2020
Q2 | $846K | Buy |
78,469
+11,081
| +16% | +$119K | 0.08% | 233 |
|
|
2020
Q1 | $628K | Buy |
67,388
+23,128
| +52% | +$216K | 0.08% | 237 |
|
|
2019
Q4 | $554K | Buy |
+44,260
| New | +$554K | 0.07% | 263 |
|