Claraphi Advisory Network’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
Q1 | – | Sell |
-24,887
| Closed | -$258K | – | 316 |
|
2020
Q4 | $258K | Buy |
24,887
+1,695
| +7% | +$17.6K | 0.07% | 232 |
|
2020
Q3 | $222K | Buy |
23,192
+1,054
| +5% | +$10.1K | 0.08% | 212 |
|
2020
Q2 | $212K | Buy |
22,138
+18,438
| +498% | +$177K | 0.09% | 228 |
|
2020
Q1 | $31K | Buy |
+3,700
| New | +$31K | 0.01% | 561 |
|
2019
Q4 | – | Sell |
-2,653
| Closed | -$25K | – | 246 |
|
2019
Q3 | $25K | Buy |
+2,653
| New | +$25K | 0.02% | 301 |
|