Semus Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
28,138
+203
| +0.7% | +$1.84K | 0.17% | 96 |
|
|
2025
Q1 | $236K | Sell |
27,935
-4,060
| -13% | -$34.3K | 0.16% | 94 |
|
|
2024
Q4 | $298K | Sell |
31,995
-9,585
| -23% | -$89.2K | 0.2% | 81 |
|
|
2024
Q3 | $383K | Sell |
41,580
-11,073
| -21% | -$102K | 0.27% | 73 |
|
|
2024
Q2 | $462K | Sell |
52,653
-8,582
| -14% | -$75.4K | 0.36% | 51 |
|
|
2024
Q1 | $511K | Sell |
61,235
-1,224
| -2% | -$10.2K | 0.43% | 51 |
|
|
2023
Q4 | $490K | Sell |
62,459
-851
| -1% | -$6.67K | 0.4% | 53 |
|
|
2023
Q3 | $486K | Sell |
63,310
-50
| -0.1% | -$384 | 0.45% | 51 |
|
|
2023
Q2 | $521K | Buy |
63,360
+199
| +0.3% | +$1.64K | 0.48% | 52 |
|
|
2023
Q1 | $502K | Sell |
63,161
-1,428
| -2% | -$11.4K | 0.54% | 46 |
|
|
2022
Q4 | $484K | Buy |
+64,589
| New | +$484K | 0.59% | 45 |
|