OneDigital Investment 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,151
| Closed | -$130K | – | 1027 |
|
2023
Q1 | $130K | Buy |
11,151
+79
| +0.7% | +$922 | ﹤0.01% | 932 |
|
2022
Q4 | $120K | Buy |
11,072
+83
| +0.8% | +$901 | ﹤0.01% | 791 |
|
2022
Q3 | $119K | Buy |
10,989
+82
| +0.8% | +$888 | ﹤0.01% | 723 |
|
2022
Q2 | $124K | Buy |
10,907
+75
| +0.7% | +$853 | 0.01% | 672 |
|
2022
Q1 | $151K | Buy |
+10,832
| New | +$151K | 0.01% | 706 |
|