Atria Wealth Solutions’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 | $148K | Buy |
+16,352
| New | +$148K | ﹤0.01% | 1413 |
|
|
2025
Q1 | – | Sell |
-20,594
| Closed | -$192K | – | 1910 |
|
|
2024
Q4 | $192K | Buy |
+20,594
| New | +$192K | ﹤0.01% | 1814 |
|
|
2024
Q2 | – | Sell |
-11,835
| Closed | -$98.8K | – | 1949 |
|
|
2024
Q1 | $98.8K | Buy |
11,835
+29
| +0.2% | +$242 | ﹤0.01% | 1878 |
|
|
2023
Q4 | $92.6K | Buy |
11,806
+30
| +0.3% | +$235 | ﹤0.01% | 1842 |
|
|
2023
Q3 | $90.4K | Buy |
+11,776
| New | +$90.4K | ﹤0.01% | 1775 |
|
|
2023
Q2 | – | Sell |
-10,313
| Closed | -$82K | – | 1897 |
|
|
2023
Q1 | $82K | Sell |
10,313
-5,569
| -35% | -$44.3K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $119K | Buy |
+15,882
| New | +$119K | ﹤0.01% | 1675 |
|