Primoris Wealth Advisors’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 | $144K | Buy |
|
|||||
|
2025
Q2 | $145K | Buy |
|
|||||
|
2025
Q1 | $136K | Sell |
|
|||||
|
2024
Q4 | $200K | Buy |
|
|||||
|
2024
Q3 | $198K | Buy |
|
|||||
|
2024
Q2 | $188K | Sell |
|
|||||
|
2024
Q1 | $187K | Buy |
|
|||||
|
2023
Q4 | $174K | Buy |
|
|||||
|
2023
Q3 | $170K | Sell |
|
|||||
|
2023
Q2 | $198K | Buy |
|
|||||
|
2023
Q1 | $179K | Buy |
|
|||||
|
2022
Q4 | $168K | Buy |
|
|||||
|
2022
Q3 | $170K | Buy |
|
|||||
|
2022
Q2 | $166K | Sell |
|
|||||
|
2022
Q1 | $205K | Hold |
|
|||||
|
2021
Q4 | $219K | Buy |
|