Wealth Effects’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 | $678K | Sell |
43,812
-5,764
| -12% | -$89.2K | 0.25% | 78 |
|
|
2025
Q1 | $707K | Sell |
49,576
-5,014
| -9% | -$71.5K | 0.3% | 68 |
|
|
2024
Q4 | $816K | Buy |
54,590
+1,336
| +3% | +$20K | 0.29% | 67 |
|
|
2024
Q3 | $780K | Sell |
53,254
-883
| -2% | -$12.9K | 0.27% | 74 |
|
|
2024
Q2 | $761K | Sell |
54,137
-8,560
| -14% | -$120K | 0.28% | 73 |
|
|
2024
Q1 | $838K | Buy |
62,697
+157
| +0.3% | +$2.1K | 0.31% | 69 |
|
|
2023
Q4 | $762K | Sell |
62,540
-1,389
| -2% | -$16.9K | 0.29% | 78 |
|
|
2023
Q3 | $738K | Buy |
63,929
+45
| +0.1% | +$519 | 0.36% | 62 |
|
|
2023
Q2 | $796K | Buy |
63,884
+195
| +0.3% | +$2.43K | 0.35% | 61 |
|
|
2023
Q1 | $743K | Sell |
63,689
-1,831
| -3% | -$21.4K | 0.38% | 57 |
|
|
2022
Q4 | $712K | Buy |
65,520
+2,646
| +4% | +$28.7K | 0.41% | 59 |
|
|
2022
Q3 | $683K | Sell |
62,874
-259
| -0.4% | -$2.81K | 0.42% | 57 |
|
|
2022
Q2 | $715K | Buy |
63,133
+37
| +0.1% | +$419 | 0.43% | 59 |
|
|
2022
Q1 | $881K | Buy |
63,096
+32
| +0.1% | +$447 | 0.41% | 56 |
|
|
2021
Q4 | $949K | Buy |
+63,064
| New | +$949K | 0.39% | 56 |
|