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

Focused Wealth Management’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	-10,819	Closed	-$166K	–	240
2025 Q4	$166K	Buy	10,819 +141	+1%	+$2.19K	0.02%	189
2025 Q3	$170K	Sell	10,678 -776	-7%	-$12.2K	0.02%	189
2025 Q2	$177K	Sell	11,454 -1,796	-14%	-$25.7K	0.02%	177
2025 Q1	$189K	Buy	13,250 +197	+2%	+$2.96K	0.03%	163
2024 Q4	$195K	Buy	13,053 +11	+0.1%	+$164	0.03%	155
2024 Q3	$191K	Sell	13,042 -665	-5%	-$9.34K	0.03%	204
2024 Q2	$193K	Sell	13,707 -2,872	-17%	-$38.8K	0.03%	178
2024 Q1	$221K	Sell	16,579 -118	-0.7%	-$1.5K	0.03%	152
2023 Q4	$204K	Sell	16,697 -1,754	-10%	-$20.3K	0.03%	138
2023 Q3	$213K	Buy	18,451 +98	+0.5%	+$1.19K	0.04%	130
2023 Q2	$229K	Buy	18,353 +173	+1%	+$2.03K	0.04%	130
2023 Q1	$212K	Sell	18,180 -2,181	-11%	-$25.2K	0.04%	140
2022 Q4	$221K	Buy	20,361 +289	+1%	+$3.32K	0.05%	127
2022 Q3	$218K	Buy	20,072 +213	+1%	+$2.63K	0.05%	122
2022 Q2	$225K	Buy	19,859 +98	+0.5%	+$1.22K	0.04%	127
2022 Q1	$276K	Buy	19,761 +176	+0.9%	+$2.46K	0.04%	126
2021 Q4	$295K	Buy	19,585 +162	+0.8%	+$2.37K	0.05%	132
2021 Q3	$271K	Buy	19,423 +160	+0.8%	+$2.29K	0.04%	137
2021 Q2	$271K	Sell	19,263 -1,647	-8%	-$22.4K	0.04%	138
2021 Q1	$267K	Sell	20,910 -5,703	-21%	-$71.3K	0.05%	139
2020 Q4	$326K	Sell	26,613 -1,779	-6%	-$20.7K	0.06%	117
2020 Q3	$309K	Buy	28,392 +99	+0.3%	+$1.1K	0.07%	106
2020 Q2	$305K	Buy	28,293 +88	+0.3%	+$911	0.07%	109
2020 Q1	$263K	Sell	28,205 -4,515	-14%	-$51.9K	0.08%	103
2019 Q4	$410K	Buy	32,720 +145	+0.4%	+$1.76K	0.1%	94
2019 Q3	$388K	Sell	32,575 -1,765	-5%	-$21K	0.11%	91
2019 Q2	$412K	Buy	34,340 +145	+0.4%	+$1.7K	0.11%	90
2019 Q1	$386K	Sell	34,195 -1,257	-4%	-$13.9K	0.12%	95
2018 Q4	$362K	Sell	35,452 -4,124	-10%	-$47.3K	0.12%	98
2018 Q3	$508K	Buy	39,576 +47	+0.1%	+$596	0.17%	81
2018 Q2	$479K	Sell	39,529 -571	-1%	-$6.95K	0.17%	89
2018 Q1	$464K	Buy	40,100 +82	+0.2%	+$983	0.15%	93
2017 Q4	$488K	Buy	40,018 +1,786	+5%	+$21.2K	0.16%	85
2017 Q3	$446K	Sell	38,232 -1,626	-4%	-$18.6K	0.15%	87
2017 Q2	$450K	Buy	39,858 +78	+0.2%	+$883	0.17%	79
2017 Q1	$440K	Sell	39,780 -4,849	-11%	-$52.5K	0.17%	83
2016 Q4	$462K	Buy	44,629 +12	+0%	+$125	0.2%	75
2016 Q3	$478K	Sell	44,617 -48	-0.1%	-$514	0.21%	73
2016 Q2	$465K	Buy	44,665 +908	+2%	+$9.49K	0.21%	70
2016 Q1	$467K	Buy	43,757 +2,432	+6%	+$25K	0.26%	66
2015 Q4	$463K	Buy	41,325 +8,332	+25%	+$93.4K	0.27%	64
2015 Q3	$339K	Sell	32,993 -411	-1%	-$4.59K	0.22%	70
2015 Q2	$380K	Sell	33,404 -4,875	-13%	-$56.1K	0.24%	70
2015 Q1	$434K	Sell	38,279 -1,778	-4%	-$20.1K	0.27%	69
2014 Q4	$447K	Sell	40,057 -121	-0.3%	-$1.38K	0.32%	61
2014 Q3	$458K	Buy	40,178 +28	+0.1%	+$328	0.37%	63
2014 Q2	$470K	Buy	40,150 +8,170	+26%	+$93.1K	0.37%	52
2014 Q1	$357K	Sell	31,980 -409	-1%	-$4.52K	0.3%	60
2013 Q4	$354K	Buy	32,389 +1,360	+4%	+$14.5K	0.3%	55
2013 Q3	$313K	Buy	+31,029	New	+$323K	0.31%	58