Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-327
| Closed | -$2.45K | – | 732 |
|
|
2022
Q4 | $2.45K | Buy |
327
+8
| +3% | +$60 | ﹤0.01% | 652 |
|
|
2022
Q3 | $3K | Buy |
319
+8
| +3% | +$75 | ﹤0.01% | 661 |
|
|
2022
Q2 | $3K | Buy |
311
+8
| +3% | +$77 | ﹤0.01% | 646 |
|
|
2022
Q1 | $3K | Buy |
303
+7
| +2% | +$69 | ﹤0.01% | 605 |
|
|
2021
Q4 | $3K | Buy |
296
+6
| +2% | +$61 | ﹤0.01% | 629 |
|
|
2021
Q3 | $3K | Buy |
290
+4
| +1% | +$41 | ﹤0.01% | 643 |
|
|
2021
Q2 | $3K | Buy |
286
+6
| +2% | +$63 | ﹤0.01% | 634 |
|
|
2021
Q1 | $3 | Buy |
280
+6
| +2% | – | ﹤0.01% | 627 |
|
|
2020
Q4 | $3K | Buy |
274
+7
| +3% | +$77 | ﹤0.01% | 595 |
|
|
2020
Q3 | $3K | Buy |
267
+6
| +2% | +$67 | ﹤0.01% | 569 |
|
|
2020
Q2 | $2K | Buy |
261
+56
| +27% | +$429 | ﹤0.01% | 601 |
|
|
2020
Q1 | $2K | Buy |
205
+5
| +3% | +$49 | ﹤0.01% | 592 |
|
|
2019
Q4 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 631 |
|