Syverson Strege & Co’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 | $273K | Hold |
17,665
| – | – | 0.06% | 128 |
|
|
2025
Q1 | $252K | Hold |
17,665
| – | – | 0.08% | 66 |
|
|
2024
Q4 | $264K | Hold |
17,665
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $259K | Hold |
17,665
| – | – | 0.09% | 54 |
|
|
2024
Q2 | $248K | Hold |
17,665
| – | – | 0.08% | 66 |
|
|
2024
Q1 | $236K | Hold |
17,665
| – | – | 0.09% | 64 |
|
|
2023
Q4 | $215K | Hold |
17,665
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $204K | Hold |
17,665
| – | – | 0.09% | 57 |
|
|
2023
Q2 | $220K | Hold |
17,665
| – | – | 0.09% | 57 |
|
|
2023
Q1 | $206K | Hold |
17,665
| – | – | 0.09% | 60 |
|
|
2022
Q4 | $192K | Hold |
17,665
| – | – | 0.09% | 67 |
|
|
2022
Q3 | $192K | Hold |
17,665
| – | – | 0.1% | 67 |
|
|
2022
Q2 | $200K | Buy |
17,665
+1,995
| +13% | +$22.6K | 0.07% | 69 |
|
|
2022
Q1 | $219K | Buy |
15,670
+8,161
| +109% | +$114K | 0.24% | 57 |
|
|
2021
Q4 | $113K | Hold |
7,509
| – | – | 0.08% | 93 |
|
|
2021
Q3 | $105K | Hold |
7,509
| – | – | 0.08% | 95 |
|
|
2021
Q2 | $106K | Buy |
7,509
+5,310
| +241% | +$75K | 0.09% | 91 |
|
|
2021
Q1 | $28K | Hold |
2,199
| – | – | 0.03% | 151 |
|
|
2020
Q4 | $27K | Buy |
+2,199
| New | +$27K | 0.03% | 144 |
|