AE Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $97.9K | Sell |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $131K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $684K | Buy |
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|
2017
Q2 | $633K | Buy |
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