HT
ETJ

Heritage Trust’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Heritage Trust’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,310
Closed -$161K – 266
2023
Q1 		$161K Hold
20,310
– – 0.03% 238
2022
Q4 		$152K Sell
20,310
-24,790
-55% -$186K 0.02% 237
2022
Q3 		$373K Hold
45,100
– – 0.07% 191
2022
Q2 		$378K Buy
+45,100
New +$378K 0.06% 202