Ameritas Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $155K | Hold |
17,156
| – | – | 0.01% | 816 |
|
2025
Q1 | $160K | Hold |
17,156
| – | – | 0.01% | 835 |
|
2024
Q4 | $160K | Sell |
17,156
-500
| -3% | -$4.66K | 0.01% | 848 |
|
2024
Q3 | $163K | Sell |
17,656
-850
| -5% | -$7.83K | 0.01% | 815 |
|
2024
Q2 | $162K | Buy |
18,506
+1,278
| +7% | +$11.2K | 0.01% | 860 |
|
2024
Q1 | $142K | Buy |
+17,228
| New | +$142K | 0.01% | 841 |
|
2023
Q4 | – | Sell |
-17,228
| Closed | -$135K | – | 731 |
|
2023
Q3 | $135K | Hold |
17,228
| – | – | 0.01% | 774 |
|
2023
Q2 | $142K | Hold |
17,228
| – | – | 0.02% | 525 |
|
2023
Q1 | $137K | Sell |
17,228
-13,928
| -45% | -$111K | 0.01% | 896 |
|
2022
Q4 | $234K | Buy |
31,156
+14,828
| +91% | +$111K | 0.01% | 780 |
|
2022
Q3 | $135K | Buy |
16,328
+750
| +5% | +$6.2K | 0.01% | 734 |
|
2022
Q2 | $131K | Hold |
15,578
| – | – | 0.01% | 770 |
|
2022
Q1 | $154K | Sell |
15,578
-3,220
| -17% | -$31.8K | 0.01% | 806 |
|
2021
Q4 | $201K | Buy |
+18,798
| New | +$201K | 0.01% | 781 |
|