Stratos Wealth 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
Q2 | $530K | Hold |
34,269
| – | – | 0.03% | 439 |
|
|
2025
Q1 | $489K | Hold |
34,269
| – | – | 0.03% | 432 |
|
|
2024
Q4 | $512K | Sell |
34,269
-5,049
| -13% | -$75.5K | 0.02% | 466 |
|
|
2024
Q3 | $576K | Buy |
39,318
+85
| +0.2% | +$1.25K | 0.03% | 464 |
|
|
2024
Q2 | $551K | Buy |
39,233
+85
| +0.2% | +$1.19K | 0.03% | 446 |
|
|
2024
Q1 | $523K | Buy |
39,148
+72
| +0.2% | +$962 | 0.03% | 450 |
|
|
2023
Q4 | $476K | Buy |
39,076
+79
| +0.2% | +$963 | 0.03% | 470 |
|
|
2023
Q3 | $450K | Buy |
38,997
+17,478
| +81% | +$202K | 0.03% | 446 |
|
|
2023
Q2 | $268K | Hold |
21,519
| – | – | 0.02% | 538 |
|
|
2023
Q1 | $251K | Hold |
21,519
| – | – | 0.02% | 529 |
|
|
2022
Q4 | $234K | Buy |
+21,519
| New | +$234K | 0.02% | 519 |
|