Wealth Effects’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 | $140K | Sell |
15,450
-2,797
| -15% | -$25.3K | 0.05% | 195 |
|
|
2025
Q1 | $154K | Hold |
18,247
| – | – | 0.06% | 187 |
|
|
2024
Q4 | $170K | Hold |
18,247
| – | – | 0.06% | 199 |
|
|
2024
Q3 | $168K | Buy |
18,247
+925
| +5% | +$8.52K | 0.06% | 205 |
|
|
2024
Q2 | $152K | Sell |
17,322
-1,500
| -8% | -$13.2K | 0.06% | 195 |
|
|
2024
Q1 | $157K | Hold |
18,822
| – | – | 0.06% | 204 |
|
|
2023
Q4 | $148K | Sell |
18,822
-352
| -2% | -$2.76K | 0.06% | 213 |
|
|
2023
Q3 | $147K | Sell |
19,174
-220
| -1% | -$1.69K | 0.07% | 176 |
|
|
2023
Q2 | $159K | Hold |
19,394
| – | – | 0.07% | 182 |
|
|
2023
Q1 | $154K | Hold |
19,394
| – | – | 0.08% | 180 |
|
|
2022
Q4 | $145K | Buy |
19,394
+352
| +2% | +$2.64K | 0.08% | 175 |
|
|
2022
Q3 | $157K | Hold |
19,042
| – | – | 0.1% | 166 |
|
|
2022
Q2 | $160K | Hold |
19,042
| – | – | 0.1% | 169 |
|
|
2022
Q1 | $188K | Hold |
19,042
| – | – | 0.09% | 186 |
|
|
2021
Q4 | $204K | Buy |
+19,042
| New | +$204K | 0.08% | 196 |
|