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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.14M	Buy	445,405 +30,383	+7%	+$449K	0.14%	146
2025 Q4	$6.37M	Buy	415,022 +11,752	+3%	+$182K	0.15%	132
2025 Q3	$6.41M	Buy	403,270 +45,935	+13%	+$723K	0.16%	123
2025 Q2	$5.53M	Buy	357,335 +14,296	+4%	+$205K	0.15%	134
2025 Q1	$4.89M	Buy	343,039 +92,438	+37%	+$1.39M	0.15%	136
2024 Q4	$3.75M	Sell	250,601 -59,685	-19%	-$888K	0.12%	165
2024 Q3	$4.54M	Buy	310,286 +76,605	+33%	+$1.08M	0.13%	160
2024 Q2	$3.28M	Buy	233,681 +8,304	+4%	+$112K	0.12%	164
2024 Q1	$3.01M	Buy	225,377 +13,837	+7%	+$176K	0.12%	171
2023 Q4	$2.58M	Buy	211,540 +3,174	+2%	+$36.7K	0.12%	176
2023 Q3	$2.4M	Buy	208,366 +35,638	+21%	+$432K	0.12%	170
2023 Q2	$2.15M	Buy	172,728 +23,619	+16%	+$278K	0.11%	178
2023 Q1	$1.74M	Buy	149,109 +5,810	+4%	+$67.1K	0.1%	200
2022 Q4	$1.56M	Buy	143,299 +8,277	+6%	+$95.1K	0.1%	221
2022 Q3	$1.47M	Buy	135,022 +62,512	+86%	+$772K	0.11%	207
2022 Q2	$822K	Buy	72,510 +1,745	+2%	+$21.6K	0.07%	276
2022 Q1	$989K	Buy	70,765 +15,790	+29%	+$220K	0.08%	258
2021 Q4	$827K	Buy	54,975 +19	+0%	+$278	0.06%	306
2021 Q3	$767K	Sell	54,956 -10,762	-16%	-$154K	0.06%	307
2021 Q2	$925K	Buy	65,718 +16,839	+34%	+$229K	0.06%	340
2021 Q1	$624K	Buy	48,879 +21,448	+78%	+$268K	0.04%	388
2020 Q4	$336K	Buy	+27,431	New	+$319K	0.03%	523
2018 Q2	–	Sell	-6,261	Closed	-$71K	–	709
2018 Q1	$71K	Hold	6,261	–	–	0.02%	577
2017 Q4	$76K	Hold	6,261	–	–	0.02%	568
2017 Q3	$73K	Hold	6,261	–	–	0.03%	414
2017 Q2	$51	Buy	+6,261	New	+$70.9K	0.02%	496