SAG
ETJ
SageView Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
58,001
+20,248
| +54% | +$182K | 0.02% | 360 |
|
|
2025
Q1 | $319K | Buy |
37,753
+4,050
| +12% | +$34.3K | 0.01% | 457 |
|
|
2024
Q4 | $314K | Buy |
33,703
+98
| +0.3% | +$912 | 0.01% | 451 |
|
|
2024
Q3 | $310K | Hold |
33,605
| – | – | 0.02% | 383 |
|
|
2024
Q2 | $295K | Buy |
33,605
+3,552
| +12% | +$31.2K | 0.01% | 436 |
|
|
2024
Q1 | $251K | Hold |
30,053
| – | – | 0.01% | 464 |
|
|
2023
Q4 | $240K | Sell |
30,053
-1,439
| -5% | -$11.5K | 0.01% | 577 |
|
|
2023
Q3 | $242K | Buy |
31,492
+13,314
| +73% | +$102K | 0.01% | 471 |
|
|
2023
Q2 | $149K | Buy |
+18,178
| New | +$149K | 0.01% | 536 |
|