Mariner Independent Advisor 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-23,194
| Closed | -$218K | – | 379 |
|
2019
Q2 | $218K | Sell |
23,194
-4,383
| -16% | -$41.2K | 0.02% | 363 |
|
2019
Q1 | $255K | Buy |
27,577
+194
| +0.7% | +$1.79K | 0.02% | 338 |
|
2018
Q4 | $234K | Sell |
27,383
-1,009
| -4% | -$8.62K | 0.02% | 347 |
|
2018
Q3 | $279K | Buy |
+28,392
| New | +$279K | 0.03% | 215 |
|
2018
Q2 | – | Sell |
-88,099
| Closed | -$792K | – | 194 |
|
2018
Q1 | $792K | Buy |
88,099
+52,198
| +145% | +$469K | 0.05% | 247 |
|
2017
Q4 | $351K | Sell |
35,901
-32,449
| -47% | -$317K | 0.04% | 264 |
|
2017
Q3 | $645K | Sell |
68,350
-1,302
| -2% | -$12.3K | 0.1% | 112 |
|
2017
Q2 | $652K | Buy |
+69,652
| New | +$652K | 0.09% | 144 |
|