Tradition Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,737
| Closed | -$46K | – | 632 |
|
2023
Q4 | $46K | Sell |
3,737
-1,922
| -34% | -$23.7K | ﹤0.01% | 648 |
|
2023
Q3 | $65K | Buy |
5,659
+71
| +1% | +$816 | 0.01% | 543 |
|
2023
Q2 | $70K | Buy |
5,588
+73
| +1% | +$914 | 0.01% | 539 |
|
2023
Q1 | $64K | Buy |
5,515
+74
| +1% | +$859 | 0.01% | 551 |
|
2022
Q4 | $59K | Buy |
5,441
+122
| +2% | +$1.32K | 0.01% | 489 |
|
2022
Q3 | $58K | Buy |
5,319
+119
| +2% | +$1.3K | 0.01% | 477 |
|
2022
Q2 | $59K | Buy |
5,200
+109
| +2% | +$1.24K | 0.01% | 433 |
|
2022
Q1 | $71K | Buy |
5,091
+99
| +2% | +$1.38K | 0.01% | 444 |
|
2021
Q4 | $75K | Buy |
4,992
+95
| +2% | +$1.43K | 0.01% | 453 |
|
2021
Q3 | $68K | Buy |
4,897
+88
| +2% | +$1.22K | 0.01% | 433 |
|
2021
Q2 | $68K | Buy |
4,809
+91
| +2% | +$1.29K | 0.01% | 467 |
|
2021
Q1 | $60K | Buy |
4,718
+95
| +2% | +$1.21K | 0.01% | 397 |
|
2020
Q4 | $57K | Buy |
+4,623
| New | +$57K | 0.01% | 388 |
|