Strait & Sound 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 | $592K | Buy |
38,250
+106
| +0.3% | +$1.64K | 0.25% | 75 |
|
|
2025
Q1 | $544K | Buy |
38,144
+2,303
| +6% | +$32.8K | 0.25% | 78 |
|
|
2024
Q4 | $536K | Sell |
35,841
-1,875
| -5% | -$28K | 0.25% | 73 |
|
|
2024
Q3 | $553K | Buy |
37,716
+1,104
| +3% | +$16.2K | 0.27% | 67 |
|
|
2024
Q2 | $514K | Buy |
36,612
+227
| +0.6% | +$3.19K | 0.26% | 64 |
|
|
2024
Q1 | $487K | Buy |
36,385
+88
| +0.2% | +$1.18K | 0.27% | 57 |
|
|
2023
Q4 | $441K | Buy |
36,297
+547
| +2% | +$6.64K | 0.28% | 67 |
|
|
2023
Q3 | $413K | Sell |
35,750
-70
| -0.2% | -$808 | 0.35% | 64 |
|
|
2023
Q2 | $446K | Buy |
35,820
+2,198
| +7% | +$27.4K | 0.44% | 50 |
|
|
2023
Q1 | $392K | Buy |
33,622
+2,197
| +7% | +$25.6K | 0.39% | 62 |
|
|
2022
Q4 | $360K | Buy |
+31,425
| New | +$360K | 0.39% | 66 |
|