Avantax 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-10,104
| Closed | -$77.6K | – | 1602 |
|
2023
Q3 | $77.6K | Buy |
+10,104
| New | +$77.6K | ﹤0.01% | 1500 |
|
2023
Q2 | – | Sell |
-10,175
| Closed | -$80.9K | – | 1526 |
|
2023
Q1 | $80.9K | Sell |
10,175
-9,144
| -47% | -$72.7K | ﹤0.01% | 1433 |
|
2022
Q4 | $145K | Buy |
19,319
+2,660
| +16% | +$20K | ﹤0.01% | 1343 |
|
2022
Q3 | $138K | Buy |
16,659
+2,229
| +15% | +$18.5K | ﹤0.01% | 1250 |
|
2022
Q2 | $121K | Buy |
14,430
+239
| +2% | +$2K | ﹤0.01% | 1238 |
|
2022
Q1 | $140K | Buy |
14,191
+214
| +2% | +$2.11K | ﹤0.01% | 1222 |
|
2021
Q4 | $149K | Buy |
13,977
+157
| +1% | +$1.67K | ﹤0.01% | 1197 |
|
2021
Q3 | $147K | Buy |
13,820
+1,116
| +9% | +$11.9K | ﹤0.01% | 1134 |
|
2021
Q2 | $146K | Buy |
12,704
+45
| +0.4% | +$517 | ﹤0.01% | 1103 |
|
2021
Q1 | $137K | Buy |
+12,659
| New | +$137K | ﹤0.01% | 992 |
|