OTA Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,996
| Closed | -$224K | – | 102 |
|
|
2021
Q4 | $224K | Buy |
+20,996
| New | +$224K | 0.15% | 69 |
|
|
2019
Q1 | – | Sell |
-74,912
| Closed | -$608K | – | 45 |
|
|
2018
Q4 | $608K | Buy |
+74,912
| New | +$608K | 0.29% | 33 |
|
|
2015
Q2 | – | Sell |
-43,917
| Closed | -$475K | – | 79 |
|
|
2015
Q1 | $475K | Buy |
+43,917
| New | +$475K | 0.25% | 44 |
|
|
2014
Q1 | – | Sell |
-34,930
| Closed | -$393 | – | 75 |
|
|
2013
Q4 | $393 | Buy |
+34,930
| New | +$393 | 0.25% | 52 |
|
|
2013
Q3 | – | Sell |
-28,703
| Closed | -$312K | – | 86 |
|
|
2013
Q2 | $312K | Buy |
+28,703
| New | +$312K | 0.14% | 66 |
|