Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,712
| Closed | -$64.4K | – | 2266 |
|
|
2024
Q1 | $64.4K | Hold |
7,712
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q4 | $61.6K | Hold |
7,712
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q3 | $59.2K | Hold |
7,712
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q2 | $63.4K | Sell |
7,712
-74
| -1% | -$608 | ﹤0.01% | 1109 |
|
|
2023
Q1 | $61.9K | Buy |
7,786
+7,714
| +10,714% | +$61.3K | ﹤0.01% | 1111 |
|
|
2022
Q4 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 2172 |
|
|
2022
Q3 | – | Sell |
-8,363
| Closed | -$70K | – | 2296 |
|
|
2022
Q2 | $70K | Sell |
8,363
-8,169
| -49% | -$68.4K | ﹤0.01% | 1164 |
|
|
2022
Q1 | $163K | Sell |
16,532
-15,545
| -48% | -$153K | ﹤0.01% | 969 |
|
|
2021
Q4 | $343K | Buy |
32,077
+338
| +1% | +$3.61K | 0.01% | 855 |
|
|
2021
Q3 | $339K | Buy |
31,739
+216
| +0.7% | +$2.31K | 0.01% | 713 |
|
|
2021
Q2 | $363K | Sell |
31,523
-6,296
| -17% | -$72.5K | 0.01% | 712 |
|
|
2021
Q1 | $408K | Buy |
+37,819
| New | +$408K | 0.01% | 734 |
|