Wealth Effects’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
$618K Sell
44,807
-560
-1% -$8.27K 0.22% 88
2025
Q4
$696K Sell
45,367
-713
-2% -$11.1K 0.22% 85
2025
Q3
$733K Buy
46,080
+2,268
+5% +$35.7K 0.24% 78
2025
Q2
$678K Sell
43,812
-5,764
-12% -$82.6K 0.25% 78
2025
Q1
$707K Sell
49,576
-5,014
-9% -$75.2K 0.3% 68
2024
Q4
$816K Buy
54,590
+1,336
+3% +$19.9K 0.29% 67
2024
Q3
$780K Sell
53,254
-883
-2% -$12.4K 0.27% 74
2024
Q2
$761K Sell
54,137
-8,560
-14% -$115K 0.28% 73
2024
Q1
$838K Buy
62,697
+157
+0.3% +$2K 0.31% 69
2023
Q4
$762K Sell
62,540
-1,389
-2% -$16.1K 0.29% 78
2023
Q3
$738K Buy
63,929
+45
+0.1% +$546 0.36% 62
2023
Q2
$796K Buy
63,884
+195
+0.3% +$2.29K 0.35% 61
2023
Q1
$743K Sell
63,689
-1,831
-3% -$21.1K 0.38% 57
2022
Q4
$712K Buy
65,520
+2,646
+4% +$30.4K 0.41% 59
2022
Q3
$683K Sell
62,874
-259
-0.4% -$3.2K 0.42% 57
2022
Q2
$715K Buy
63,133
+37
+0.1% +$459 0.43% 59
2022
Q1
$881K Buy
63,096
+32
+0.1% +$447 0.41% 56
2021
Q4
$949K Buy
+63,064
New +$921K 0.39% 56

Other funds holding ETY