Corient Private Wealth
ETY icon

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

Corient Private Wealth’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 		$699K Sell
50,698
-15,250
-23% -$225K ﹤0.01% 1847
2025
Q4 		$1.01M Buy
65,948
+36,624
+125% +$568K ﹤0.01% 1880
2025
Q3 		$466K Sell
29,324
-1,150
-4% -$18.1K ﹤0.01% 1834
2025
Q2 		$471K Sell
30,474
-2,300
-7% -$33K ﹤0.01% 1732
2025
Q1 		$467K Sell
32,774
-1,486
-4% -$22.3K ﹤0.01% 1629
2024
Q4 		$512K Hold
34,260
– – ﹤0.01% 1603
2024
Q3 		$502K Hold
34,260
– – ﹤0.01% 1727
2024
Q2 		$481K Hold
34,260
– – ﹤0.01% 1664
2024
Q1 		$458K Buy
34,260
+1,150
+3% +$14.7K ﹤0.01% 1680
2023
Q4 		$404K Sell
33,110
-1,150
-3% -$13.3K ﹤0.01% 1723
2023
Q3 		$395K Buy
34,260
+1,310
+4% +$15.9K ﹤0.01% 1616
2023
Q2 		$411K Buy
32,950
+428
+1% +$5.03K ﹤0.01% 1545
2023
Q1 		$380K Buy
+32,522
New +$376K ﹤0.01% 1492

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