Retirement Group’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 |
-4,816
| Closed | -$55K | – | 579 |
|
|
2022
Q2 | $55K | Hold |
4,816
| – | – | 0.02% | 201 |
|
|
2022
Q1 | $67K | Sell |
4,816
-1,570
| -25% | -$21.8K | 0.03% | 203 |
|
|
2021
Q4 | $96K | Buy |
6,386
+1,570
| +33% | +$23.6K | 0.04% | 170 |
|
|
2021
Q3 | $67K | Hold |
4,816
| – | – | 0.03% | 195 |
|
|
2021
Q2 | $68K | Sell |
4,816
-1,560
| -24% | -$22K | 0.03% | 199 |
|
|
2021
Q1 | $81K | Buy |
6,376
+720
| +13% | +$9.15K | 0.04% | 211 |
|
|
2020
Q4 | $69K | Buy |
5,656
+840
| +17% | +$10.2K | 0.03% | 220 |
|
|
2020
Q3 | $52K | Hold |
4,816
| – | – | 0.03% | 233 |
|
|
2020
Q2 | $52K | Buy |
+4,816
| New | +$52K | 0.03% | 228 |
|