True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-130,533
| Closed | -$1.51M | – | 68 |
|
|
2023
Q3 | $1.51M | Hold |
130,533
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $1.63M | Hold |
130,533
| – | – | 0.2% | 34 |
|
|
2023
Q1 | $1.52M | Hold |
130,533
| – | – | 0.19% | 39 |
|
|
2022
Q4 | $1.42M | Sell |
130,533
-1,936
| -1% | -$21K | 0.19% | 41 |
|
|
2022
Q3 | $1.44M | Hold |
132,469
| – | – | 0.21% | 44 |
|
|
2022
Q2 | $1.5M | Hold |
132,469
| – | – | 0.23% | 47 |
|
|
2022
Q1 | $1.85M | Hold |
132,469
| – | – | 0.27% | 38 |
|
|
2021
Q4 | $1.99M | Hold |
132,469
| – | – | 0.27% | 44 |
|
|
2021
Q3 | $1.85M | Sell |
132,469
-355
| -0.3% | -$4.95K | 0.25% | 46 |
|
|
2021
Q2 | $1.87M | Sell |
132,824
-100
| -0.1% | -$1.41K | 0.27% | 43 |
|
|
2021
Q1 | $1.7M | Hold |
132,924
| – | – | 0.25% | 49 |
|
|
2020
Q4 | $1.63M | Buy |
+132,924
| New | +$1.63M | 0.26% | 51 |
|