Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,925
| Closed | -$20K | – | 922 |
|
|
2021
Q3 | $20K | Sell |
1,925
-2,578
| -57% | -$26.8K | ﹤0.01% | 1211 |
|
|
2021
Q2 | $51K | Buy |
4,503
+2,803
| +165% | +$31.7K | 0.01% | 916 |
|
|
2021
Q1 | $18K | Sell |
1,700
-387
| -19% | -$4.1K | ﹤0.01% | 1001 |
|
|
2020
Q4 | $21K | Buy |
+2,087
| New | +$21K | ﹤0.01% | 737 |
|
|
2020
Q2 | – | Sell |
-410
| Closed | -$3.41K | – | 1006 |
|
|
2020
Q1 | $3.41K | Buy |
410
+7
| +2% | +$58 | ﹤0.01% | 849 |
|
|
2019
Q4 | $3.92K | Buy |
+403
| New | +$3.92K | ﹤0.01% | 728 |
|