Onyx Bridge Wealth Group’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	$297K	Buy	21,512 +416	+2%	+$6.14K	0.03%	295
2025 Q4	$324K	Buy	21,096 +379	+2%	+$5.88K	0.03%	278
2025 Q3	$329K	Buy	20,717 +1,268	+7%	+$20K	0.04%	271
2025 Q2	$301K	Buy	19,449 +388	+2%	+$5.56K	0.04%	233
2025 Q1	$272K	Buy	19,061 +377	+2%	+$5.66K	0.04%	225
2024 Q4	$279K	Buy	18,684 +367	+2%	+$5.46K	0.04%	218
2024 Q3	$268K	Buy	18,317 +379	+2%	+$5.32K	0.04%	223
2024 Q2	$252K	Buy	17,938 +388	+2%	+$5.24K	0.04%	219
2024 Q1	$229K	Buy	17,550 +436	+3%	+$5.56K	0.04%	227
2023 Q4	$209K	Buy	17,114 +354	+2%	+$4.1K	0.04%	227
2023 Q3	$193K	Buy	16,760 +163	+1%	+$1.98K	0.05%	214
2023 Q2	$207K	Sell	16,597 -9,657	-37%	-$113K	0.05%	213
2023 Q1	$306K	Buy	26,254 +340	+1%	+$3.93K	0.12%	127
2022 Q4	$286K	Buy	25,914 +234	+0.9%	+$2.69K	0.12%	125
2022 Q3	$286K	Buy	25,680 +367	+1%	+$4.53K	0.13%	118
2022 Q2	$304K	Buy	25,313 +350	+1%	+$4.34K	0.14%	101
2022 Q1	$317K	Buy	24,963 +14,863	+147%	+$208K	0.12%	100
2021 Q4	$151K	Hold	10,100	–	–	0.05%	158
2021 Q3	$146K	Buy	+10,100	New	+$145K	0.05%	144