Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,912
| Closed | -$19K | – | 899 |
|
|
2015
Q4 | $19K | Buy |
+1,912
| New | +$19K | 0.01% | 457 |
|
|
2015
Q1 | – | Sell |
-6,041
| Closed | -$64K | – | 739 |
|
|
2014
Q4 | $64K | Sell |
6,041
-1,912
| -24% | -$20.3K | 0.05% | 238 |
|
|
2014
Q3 | $93K | Hold |
7,953
| – | – | 0.08% | 173 |
|
|
2014
Q2 | $92K | Buy |
+7,953
| New | +$92K | 0.08% | 157 |
|