Arete Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Arete Wealth Advisors’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-27,140	Closed	-$416K	–	441
2025 Q4	$416K	Sell	27,140 -54	-0.2%	-$838	0.03%	492
2025 Q3	$432K	Buy	27,194 +72	+0.3%	+$1.13K	0.03%	489
2025 Q2	$420K	Sell	27,122 -96	-0.4%	-$1.38K	0.03%	464
2025 Q1	$388K	Buy	27,218 +699	+3%	+$10.5K	0.03%	460
2024 Q4	$398K	Buy	26,519 +345	+1%	+$5.13K	0.03%	475
2024 Q3	$381K	Buy	26,174 +222	+0.9%	+$3.12K	0.03%	450
2024 Q2	$366K	Buy	25,952 +429	+2%	+$5.79K	0.03%	477
2024 Q1	$341K	Sell	25,523 -402	-2%	-$5.12K	0.03%	330
2023 Q4	$316K	Sell	25,925 -816	-3%	-$9.44K	0.02%	541
2023 Q3	$309K	Sell	26,741 -690	-3%	-$8.37K	0.05%	338
2023 Q2	$342K	Buy	27,431 +2,637	+11%	+$31K	0.03%	459
2023 Q1	$289K	Sell	24,794 -2,105	-8%	-$24.3K	0.02%	481
2022 Q4	$292M	Sell	26,899 -1,069	-4%	-$12.3K	0.03%	460
2022 Q3	$304K	Sell	27,968 -844	-3%	-$10.4K	0.03%	400
2022 Q2	$326K	Sell	28,812 -2,993	-9%	-$37.1K	0.03%	315
2022 Q1	$444K	Buy	31,805 +1,887	+6%	+$26.3K	0.04%	304
2021 Q4	$448K	Buy	29,918 +795	+3%	+$11.6K	0.04%	303
2021 Q3	$406K	Sell	29,123 -595	-2%	-$8.53K	0.04%	284
2021 Q2	$418K	Hold	29,718	–	–	0.06%	226
2021 Q1	$379K	Hold	29,718	–	–	0.05%	282
2020 Q4	$364K	Sell	29,718 -777	-3%	-$9.03K	0.05%	277
2020 Q3	$331K	Hold	30,495	–	–	0.05%	277
2020 Q2	$329K	Sell	30,495 -60,000	-66%	-$621K	0.06%	279
2020 Q1	$284K	Buy	90,495 +60,000	+197%	+$690K	0.06%	250
2019 Q4	$382K	Buy	30,495 +230	+0.8%	+$2.8K	0.07%	266
2019 Q3	$360K	Hold	30,265	–	–	0.07%	267
2019 Q2	$363K	Sell	30,265 -9,912	-25%	-$116K	0.07%	271
2019 Q1	$454K	Sell	40,177 -1,184	-3%	-$13.1K	0.09%	223
2018 Q4	$422K	Sell	41,361 -15,840	-28%	-$182K	0.1%	213
2018 Q3	$734K	Buy	57,201 +11	+0%	+$139	0.16%	147
2018 Q2	$693K	Buy	57,190 +211	+0.4%	+$2.57K	0.17%	157
2018 Q1	$659K	Buy	56,979 +1,923	+3%	+$23.1K	0.22%	125
2017 Q4	$671K	Buy	55,056 +384	+0.7%	+$4.56K	0.22%	128
2017 Q3	$637K	Buy	54,672 +8,372	+18%	+$95.6K	0.25%	124
2017 Q2	$522K	Buy	+46,300	New	+$524K	0.24%	116