L.M. Kohn & Company’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 | $293K | Buy |
18,964
+4,720
| +33% | +$73K | 0.08% | 207 |
|
|
2025
Q1 | $203K | Hold |
14,244
| – | – | 0.05% | 259 |
|
|
2024
Q4 | $213K | Hold |
14,244
| – | – | 0.06% | 241 |
|
|
2024
Q3 | $209K | Buy |
14,244
+3,140
| +28% | +$46K | 0.05% | 263 |
|
|
2024
Q2 | $156K | Hold |
11,104
| – | – | 0.04% | 259 |
|
|
2024
Q1 | $148K | Hold |
11,104
| – | – | 0.04% | 258 |
|
|
2023
Q4 | $135K | Hold |
11,104
| – | – | 0.04% | 232 |
|
|
2023
Q3 | $128K | Buy |
+11,104
| New | +$128K | 0.05% | 223 |
|