Creative Financial Designs’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
Q1 | – | Sell |
-3,665
| Closed | -$27.5K | – | 1414 |
|
2022
Q4 | $27.5K | Buy |
3,665
+93
| +3% | +$698 | ﹤0.01% | 694 |
|
2022
Q3 | $30K | Buy |
3,572
+92
| +3% | +$773 | ﹤0.01% | 644 |
|
2022
Q2 | $29K | Buy |
3,480
+86
| +3% | +$717 | ﹤0.01% | 650 |
|
2022
Q1 | $34K | Buy |
+3,394
| New | +$34K | 0.01% | 638 |
|
2021
Q4 | – | Sell |
-3,246
| Closed | -$35K | – | 1280 |
|
2021
Q3 | $35K | Buy |
3,246
+46
| +1% | +$496 | 0.01% | 698 |
|
2021
Q2 | $37K | Buy |
3,200
+64
| +2% | +$740 | 0.01% | 682 |
|
2021
Q1 | $34K | Buy |
3,136
+67
| +2% | +$726 | 0.01% | 652 |
|
2020
Q4 | $32K | Buy |
3,069
+69
| +2% | +$719 | 0.01% | 608 |
|
2020
Q3 | $29K | Buy |
+3,000
| New | +$29K | 0.01% | 572 |
|