Insight Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
11,366
+250
| +2% | +$2.26K | 0.02% | 275 |
|
|
2025
Q1 | $94K | Buy |
11,116
+316
| +3% | +$2.67K | 0.02% | 269 |
|
|
2024
Q4 | $101K | Buy |
10,800
+150
| +1% | +$1.4K | 0.02% | 280 |
|
|
2024
Q3 | $98.1K | Buy |
10,650
+225
| +2% | +$2.07K | 0.02% | 290 |
|
|
2024
Q2 | $91.5K | Buy |
10,425
+236
| +2% | +$2.07K | 0.02% | 282 |
|
|
2024
Q1 | $85.1K | Hold |
10,189
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $79.9K | Hold |
10,189
| – | – | 0.02% | 278 |
|
|
2023
Q3 | $78.3K | Hold |
10,189
| – | – | 0.02% | 267 |
|
|
2023
Q2 | $83.8K | Hold |
10,189
| – | – | 0.02% | 277 |
|
|
2023
Q1 | $81K | Hold |
10,189
| – | – | 0.02% | 293 |
|
|
2022
Q4 | $76.2K | Hold |
10,189
| – | – | 0.03% | 309 |
|
|
2022
Q3 | $84K | Hold |
10,189
| – | – | 0.03% | 276 |
|
|
2022
Q2 | $99K | Hold |
10,189
| – | – | 0.03% | 295 |
|
|
2022
Q1 | $101K | Hold |
10,189
| – | – | 0.03% | 311 |
|
|
2021
Q4 | $109K | Hold |
10,189
| – | – | 0.03% | 306 |
|
|
2021
Q3 | $118K | Hold |
10,189
| – | – | 0.04% | 306 |
|
|
2021
Q2 | $116K | Hold |
10,189
| – | – | 0.04% | 302 |
|
|
2021
Q1 | $111K | Sell |
10,189
-801
| -7% | -$8.73K | 0.04% | 321 |
|
|
2020
Q4 | $114K | Buy |
+10,990
| New | +$114K | 0.04% | 261 |
|