Spire Wealth Management’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 | $15.5K | Hold |
1,000
| – | – | ﹤0.01% | 1595 |
|
|
2025
Q1 | $14.3K | Hold |
1,000
| – | – | ﹤0.01% | 1721 |
|
|
2024
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1718 |
|
|
2024
Q3 | $14.7K | Hold |
1,000
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q2 | $14.1K | Sell |
1,000
-258
| -21% | -$3.63K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $16.8K | Buy |
1,258
+258
| +26% | +$3.45K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $12.3K | Hold |
1,000
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q3 | $11.5K | Hold |
1,000
| – | – | ﹤0.01% | 1688 |
|
|
2023
Q2 | $12.5K | Hold |
1,000
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q1 | $11.7K | Hold |
1,000
| – | – | ﹤0.01% | 1790 |
|
|
2022
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q3 | $11K | Sell |
1,000
-132,469
| -99% | -$1.46M | ﹤0.01% | 1532 |
|
|
2022
Q2 | $1.51M | Buy |
133,469
+85,611
| +179% | +$970K | 0.06% | 246 |
|
|
2022
Q1 | $669K | Sell |
47,858
-2,006
| -4% | -$28K | 0.02% | 490 |
|
|
2021
Q4 | $750K | Buy |
49,864
+2,006
| +4% | +$30.2K | 0.02% | 570 |
|
|
2021
Q3 | $668K | Buy |
47,858
+1,000
| +2% | +$14K | 0.02% | 514 |
|
|
2021
Q2 | $659K | Sell |
46,858
-2,261
| -5% | -$31.8K | 0.02% | 535 |
|
|
2021
Q1 | $627K | Buy |
+49,119
| New | +$627K | 0.02% | 593 |
|