Summit Investment Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $768K | Buy |
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|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $668K | Buy |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $386K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $305K | Buy |
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