Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$9K | – | 877 |
|
|
2022
Q2 | $9K | Hold |
800
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q1 | $11K | Hold |
800
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q4 | $12K | Hold |
800
| – | – | ﹤0.01% | 1416 |
|
|
2021
Q3 | $11K | Hold |
800
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q2 | $11K | Buy |
800
+300
| +60% | +$4.13K | ﹤0.01% | 1408 |
|
|
2021
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 1500 |
|
|
2020
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1372 |
|
|
2020
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 1168 |
|
|
2020
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 937 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$7K | – | 916 |
|
|
2017
Q2 | $7K | Hold |
600
| – | – | 0.01% | 602 |
|
|
2017
Q1 | $7K | Hold |
600
| – | – | 0.01% | 555 |
|
|
2016
Q4 | $6K | Buy |
+600
| New | +$6K | 0.01% | 535 |
|