Strategic Financial Concepts’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 | $238K | Sell |
15,415
-60
| -0.4% | -$928 | 0.03% | 240 |
|
|
2025
Q1 | $221K | Hold |
15,475
| – | – | 0.04% | 304 |
|
|
2024
Q4 | $231K | Sell |
15,475
-3,375
| -18% | -$50.5K | 0.04% | 295 |
|
|
2024
Q3 | $276K | Sell |
18,850
-238,830
| -93% | -$3.5M | 0.09% | 190 |
|
|
2024
Q2 | $18.9K | Buy |
257,680
+238,180
| +1,221% | +$17.4K | 0.01% | 342 |
|
|
2024
Q1 | $261K | Buy |
+19,500
| New | +$261K | 0.06% | 252 |
|
|
2023
Q4 | – | Sell |
-19,650
| Closed | -$227K | – | 178 |
|
|
2023
Q3 | $227K | Sell |
19,650
-4,350
| -18% | -$50.2K | 0.08% | 226 |
|
|
2023
Q2 | $299K | Sell |
24,000
-900
| -4% | -$11.2K | 0.11% | 173 |
|
|
2023
Q1 | $291K | Buy |
+24,900
| New | +$291K | 0.12% | 157 |
|