Archford Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,825
| Closed | -$55K | – | 315 |
|
|
2019
Q2 | $55K | Hold |
5,825
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $54K | Hold |
5,825
| – | – | 0.02% | 272 |
|
|
2018
Q4 | $47K | Hold |
5,825
| – | – | 0.02% | 266 |
|
|
2018
Q3 | $58K | Hold |
5,825
| – | – | 0.02% | 285 |
|
|
2018
Q2 | $55K | Buy |
5,825
+1,825
| +46% | +$17.2K | 0.02% | 295 |
|
|
2018
Q1 | $39K | Buy |
+4,000
| New | +$39K | 0.02% | 222 |
|
|
2017
Q2 | – | Sell |
-4,000
| Closed | -$36K | – | 327 |
|
|
2017
Q1 | $36K | Buy |
+4,000
| New | +$36K | 0.01% | 310 |
|