WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,300
| Closed | -$26K | – | 1838 |
|
|
2014
Q4 | $26K | Sell |
2,300
-5,300
| -70% | -$59.9K | 0.01% | 1126 |
|
|
2014
Q3 | $87K | Sell |
7,600
-1,700
| -18% | -$19.5K | 0.02% | 712 |
|
|
2014
Q2 | $109K | Hold |
9,300
| – | – | 0.02% | 632 |
|
|
2014
Q1 | $104K | Hold |
9,300
| – | – | 0.02% | 624 |
|
|
2013
Q4 | $102K | Hold |
9,300
| – | – | 0.01% | 731 |
|
|
2013
Q3 | $94K | Hold |
9,300
| – | – | 0.01% | 714 |
|
|
2013
Q2 | $95K | Buy |
+9,300
| New | +$95K | 0.02% | 684 |
|