Syverson Strege & Co’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
Q1 | – | Sell |
-25,904
| Closed | -$241K | – | 81 |
|
|
2024
Q4 | $241K | Hold |
25,904
| – | – | 0.08% | 69 |
|
|
2024
Q3 | $239K | Hold |
25,904
| – | – | 0.08% | 61 |
|
|
2024
Q2 | $227K | Hold |
25,904
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $216K | Hold |
25,904
| – | – | 0.08% | 69 |
|
|
2023
Q4 | $203K | Hold |
25,904
| – | – | 0.08% | 67 |
|
|
2023
Q3 | $199K | Hold |
25,904
| – | – | 0.09% | 59 |
|
|
2023
Q2 | $213K | Hold |
25,904
| – | – | 0.09% | 58 |
|
|
2023
Q1 | $206K | Hold |
25,904
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $194K | Hold |
25,904
| – | – | 0.09% | 65 |
|
|
2022
Q3 | $214K | Hold |
25,904
| – | – | 0.11% | 65 |
|
|
2022
Q2 | $217K | Buy |
25,904
+5,465
| +27% | +$45.8K | 0.08% | 65 |
|
|
2022
Q1 | $202K | Buy |
20,439
+12,524
| +158% | +$124K | 0.22% | 62 |
|
|
2021
Q4 | $85K | Buy |
+7,915
| New | +$85K | 0.06% | 102 |
|