Bartlett & Co Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-150
| Closed | -$1.48K | – | 1310 |
|
2022
Q1 | $1.48K | Buy |
+150
| New | +$1.48K | ﹤0.01% | 1011 |
|
2021
Q4 | – | Sell |
-150
| Closed | -$1.6K | – | 542 |
|
2021
Q3 | $1.6K | Hold |
150
| – | – | ﹤0.01% | 889 |
|
2021
Q2 | $1.73K | Hold |
150
| – | – | ﹤0.01% | 874 |
|
2021
Q1 | $1.62K | Hold |
150
| – | – | ﹤0.01% | 908 |
|
2020
Q4 | $1.56K | Hold |
150
| – | – | ﹤0.01% | 965 |
|
2020
Q3 | $1.44K | Hold |
150
| – | – | ﹤0.01% | 796 |
|
2020
Q2 | $1.43K | Hold |
150
| – | – | ﹤0.01% | 800 |
|
2020
Q1 | $1.25K | Hold |
150
| – | – | ﹤0.01% | 797 |
|
2019
Q4 | $1.4K | Hold |
150
| – | – | ﹤0.01% | 821 |
|
2019
Q3 | $1.39K | Hold |
150
| – | – | ﹤0.01% | 837 |
|
2019
Q2 | $1.41K | Hold |
150
| – | – | ﹤0.01% | 692 |
|
2019
Q1 | $1.38K | Hold |
150
| – | – | ﹤0.01% | 665 |
|
2018
Q4 | $1.22K | Hold |
150
| – | – | ﹤0.01% | 657 |
|
2018
Q3 | $1.49K | Hold |
150
| – | – | ﹤0.01% | 669 |
|
2018
Q2 | $1.42K | Hold |
150
| – | – | ﹤0.01% | 673 |
|
2018
Q1 | $1.35K | Buy |
+150
| New | +$1.35K | ﹤0.01% | 707 |
|