Summit Investment Advisory Services’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	$575K	Sell	41,700 -7,373	-15%	-$109K	0.21%	40
2025 Q4	$753K	Buy	49,073 +751	+2%	+$11.6K	0.28%	36
2025 Q3	$768K	Buy	48,322 +728	+2%	+$11.5K	0.31%	33
2025 Q2	$736K	Buy	47,594 +771	+2%	+$11.1K	0.32%	33
2025 Q1	$668K	Buy	46,823 +725	+2%	+$10.9K	0.33%	31
2024 Q4	$689K	Buy	46,098 +728	+2%	+$10.8K	0.36%	34
2024 Q3	$665K	Buy	+45,370	New	+$637K	0.35%	32
2024 Q2	–	Sell	-43,853	Closed	-$586K	–	56
2024 Q1	$586K	Buy	43,853 +638	+1%	+$8.13K	0.35%	34
2023 Q4	$527K	Buy	43,215 +9,763	+29%	+$113K	0.33%	36
2023 Q3	$386K	Buy	33,452 +4,902	+17%	+$59.4K	0.29%	36
2023 Q2	$356K	Buy	28,550 +400	+1%	+$4.7K	0.24%	38
2023 Q1	$329K	Buy	28,150 +62	+0.2%	+$716	0.23%	39
2022 Q4	$305K	Buy	+28,088	New	+$323K	0.37%	36