Strategic Financial Concepts’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 | $146K | Hold |
16,100
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $136K | Sell |
16,100
-10,000
| -38% | -$84.6K | 0.03% | 327 |
|
|
2024
Q4 | $243K | Sell |
26,100
-2,000
| -7% | -$18.6K | 0.05% | 286 |
|
|
2024
Q3 | $259K | Sell |
28,100
-220,866
| -89% | -$2.03M | 0.08% | 197 |
|
|
2024
Q2 | $28.1K | Buy |
248,966
+222,966
| +858% | +$25.2K | 0.02% | 300 |
|
|
2024
Q1 | $217K | Buy |
+26,000
| New | +$217K | 0.05% | 279 |
|
|
2023
Q4 | – | Sell |
-23,000
| Closed | -$177K | – | 177 |
|
|
2023
Q3 | $177K | Hold |
23,000
| – | – | 0.06% | 249 |
|
|
2023
Q2 | $189K | Hold |
23,000
| – | – | 0.07% | 238 |
|
|
2023
Q1 | $183K | Buy |
+23,000
| New | +$183K | 0.07% | 224 |
|