Monograph 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
18,288
+3
| +0% | +$46 | 0.03% | 109 |
|
|
2025
Q1 | $261K | Buy |
18,285
+3
| +0% | +$43 | 0.04% | 97 |
|
|
2024
Q4 | $273K | Buy |
18,282
+3
| +0% | +$45 | 0.04% | 95 |
|
|
2024
Q3 | $268K | Sell |
18,279
-9,496
| -34% | -$139K | 0.03% | 96 |
|
|
2024
Q2 | $390K | Buy |
27,775
+9,503
| +52% | +$134K | 0.06% | 78 |
|
|
2024
Q1 | $244K | Buy |
18,272
+3
| +0% | +$40 | 0.04% | 142 |
|
|
2023
Q4 | $223K | Buy |
18,269
+3
| +0% | +$37 | 0.04% | 99 |
|
|
2023
Q3 | $211K | Buy |
18,266
+3
| +0% | +$35 | 0.04% | 115 |
|
|
2023
Q2 | $228K | Buy |
18,263
+3
| +0% | +$37 | 0.05% | 75 |
|
|
2023
Q1 | $213K | Buy |
+18,260
| New | +$213K | 0.05% | 78 |
|
|
2022
Q3 | – | Sell |
-18,251
| Closed | -$207K | – | 71 |
|
|
2022
Q2 | $207K | Buy |
18,251
+2
| +0% | +$23 | 0.06% | 71 |
|
|
2022
Q1 | $255K | Buy |
18,249
+3
| +0% | +$42 | 0.06% | 73 |
|
|
2021
Q4 | $275K | Buy |
+18,246
| New | +$275K | 0.07% | 71 |
|