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

Mission Wealth Management’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$224K	Sell	14,499 -2,000	-12%	-$30.9K	﹤0.01%	611
2025 Q1	$235K	Hold	16,499	–	–	0.01%	574
2024 Q4	$247K	Hold	16,499	–	–	0.01%	555
2024 Q3	$242K	Hold	16,499	–	–	0.01%	560
2024 Q2	$232K	Hold	16,499	–	–	0.01%	556
2024 Q1	$220K	Hold	16,499	–	–	0.01%	586
2023 Q4	$201K	Hold	16,499	–	–	0.01%	536
2023 Q3	$190K	Hold	16,499	–	–	0.01%	503
2023 Q2	$206K	Hold	16,499	–	–	0.01%	497
2023 Q1	$193K	Hold	16,499	–	–	0.01%	492
2022 Q4	$179K	Hold	16,499	–	–	0.01%	476
2022 Q3	$179K	Hold	16,499	–	–	0.01%	455
2022 Q2	$187K	Hold	16,499	–	–	0.01%	464
2022 Q1	$230K	Hold	16,499	–	–	0.01%	453
2021 Q4	$248K	Hold	16,499	–	–	0.01%	449
2021 Q3	$230K	Hold	16,499	–	–	0.01%	441
2021 Q2	$232K	Hold	16,499	–	–	0.01%	436
2021 Q1	$211K	Hold	16,499	–	–	0.01%	422
2020 Q4	$202K	Hold	16,499	–	–	0.01%	398
2020 Q3	$180K	Hold	16,499	–	–	0.01%	347
2020 Q2	$178K	Hold	16,499	–	–	0.02%	323
2020 Q1	$154K	Hold	16,499	–	–	0.02%	283
2019 Q4	$207K	Hold	16,499	–	–	0.02%	322
2019 Q3	$196K	Hold	16,499	–	–	0.02%	309
2019 Q2	$198K	Hold	16,499	–	–	0.02%	313
2019 Q1	$186K	Buy	16,499 +4,000	+32%	+$45.1K	0.02%	304
2018 Q4	$127K	Hold	12,499	–	–	0.02%	264
2018 Q3	$160K	Hold	12,499	–	–	0.02%	276
2018 Q2	$151K	Hold	12,499	–	–	0.02%	256
2018 Q1	$145K	Hold	12,499	–	–	0.02%	228
2017 Q4	$152K	Hold	12,499	–	–	0.03%	223
2017 Q3	$146K	Hold	12,499	–	–	0.03%	199
2017 Q2	$141K	Hold	12,499	–	–	0.03%	183
2017 Q1	$138K	Buy	+12,499	New	+$138K	0.03%	185
2016 Q3	–	Sell	-12,499	Closed	-$130K	–	164
2016 Q2	$130K	Hold	12,499	–	–	0.03%	156
2016 Q1	$133K	Hold	12,499	–	–	0.04%	153
2015 Q4	$140K	Sell	12,499 -2,450	-16%	-$27.4K	0.04%	139
2015 Q3	$154K	Buy	14,949 +2,450	+20%	+$25.2K	0.05%	132
2015 Q2	$142K	Buy	+12,499	New	+$142K	0.05%	135