Sunbelt Securities’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-15,982
| Closed | -$200K | – | 456 |
|
2019
Q4 | $200K | Buy |
15,982
+1,349
| +9% | +$16.9K | 0.02% | 541 |
|
2019
Q3 | $174K | Buy |
+14,633
| New | +$174K | 0.02% | 528 |
|
2015
Q4 | – | Sell |
-35,939
| Closed | -$369K | – | 97 |
|
2015
Q3 | $369K | Sell |
35,939
-553
| -2% | -$5.68K | 0.5% | 48 |
|
2015
Q2 | $415K | Sell |
36,492
-5,703
| -14% | -$64.9K | 0.57% | 37 |
|
2015
Q1 | $479K | Sell |
42,195
-3,490
| -8% | -$39.6K | 0.71% | 32 |
|
2014
Q4 | $510K | Buy |
+45,685
| New | +$510K | 0.67% | 31 |
|