Marshall Financial Group (Maryland)’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 | $108K | Sell |
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|
2025
Q2 | $111K | Hold |
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|
2025
Q1 | $105K | Hold |
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|
2024
Q4 | $115K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $124K | Sell |
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|
2023
Q4 | $160K | Hold |
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|
2023
Q3 | $157K | Hold |
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|
2023
Q2 | $168K | Hold |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $154K | Hold |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $219K | Hold |
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|
2021
Q3 | $219K | Sell |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $215K | Buy |
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