Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $841K | Sell |
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|
2024
Q4 | $956K | Buy |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $824K | Hold |
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|
2023
Q4 | $752K | Buy |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.08M | Buy |
|
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $975K | Buy |
|
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|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $888K | Buy |
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|
2020
Q2 | $846K | Buy |
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|
2020
Q1 | $628K | Buy |
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|
2019
Q4 | $554K | Buy |
|