Plante Moran Financial 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
Q1 | – | Sell |
-340
| Closed | -$5.08K | – | 848 |
|
2024
Q4 | $5.08K | Buy |
+340
| New | +$5.08K | ﹤0.01% | 686 |
|
2015
Q1 | – | Sell |
-8,519
| Closed | -$95K | – | 740 |
|
2014
Q4 | $95K | Sell |
8,519
-860
| -9% | -$9.59K | 0.07% | 189 |
|
2014
Q3 | $107K | Sell |
9,379
-480
| -5% | -$5.48K | 0.09% | 161 |
|
2014
Q2 | $115K | Buy |
+9,859
| New | +$115K | 0.1% | 134 |
|