Wealth Effects’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $139K | Hold |
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|
2025
Q2 | $140K | Sell |
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|
2025
Q1 | $154K | Hold |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $168K | Buy |
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|
2024
Q2 | $152K | Sell |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $147K | Sell |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $188K | Hold |
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|
2021
Q4 | $204K | Buy |
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