MWS
ETJ
Maxwell Wealth Strategies’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2M | Sell |
215,199
-747
| -0.3% | -$6.96K | 0.82% | 37 |
|
|
2024
Q3 | $1.97M | Sell |
215,946
-94,602
| -30% | -$863K | 0.84% | 44 |
|
|
2024
Q2 | $2.73M | Buy |
310,548
+123
| +0% | +$1.08K | 1.34% | 23 |
|
|
2024
Q1 | $2.64M | Buy |
310,425
+21,854
| +8% | +$186K | 1.34% | 24 |
|
|
2023
Q4 | $2.26M | Buy |
+288,571
| New | +$2.26M | 1.48% | 27 |
|