Creative Planning’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $1.8M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $170K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $7K | Sell |
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|
2017
Q1 | $129K | Buy |
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|
2016
Q4 | $63K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $13K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Sell |
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|
2014
Q2 | $20K | Buy |
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|
2014
Q1 | $19K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $108K | Buy |
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|
2013
Q2 | $11K | Buy |
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