Wealthcare Advisory Partners’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-10,300
| Closed | -$86K | – | 606 |
|
2022
Q2 | $86K | Buy |
10,300
+39
| +0.4% | +$326 | 0.01% | 553 |
|
2022
Q1 | $101K | Sell |
10,261
-1,075
| -9% | -$10.6K | 0.01% | 534 |
|
2021
Q4 | $121K | Buy |
11,336
+31
| +0.3% | +$331 | 0.01% | 563 |
|
2021
Q3 | $121K | Buy |
11,305
+30
| +0.3% | +$321 | 0.01% | 534 |
|
2021
Q2 | $130K | Buy |
11,275
+29
| +0.3% | +$334 | 0.01% | 538 |
|
2021
Q1 | $121K | Buy |
11,246
+13
| +0.1% | +$140 | 0.01% | 617 |
|
2020
Q4 | $116K | Buy |
11,233
+512
| +5% | +$5.29K | 0.01% | 418 |
|
2020
Q3 | $103K | Buy |
+10,721
| New | +$103K | 0.01% | 350 |
|
2020
Q2 | – | Sell |
-7,553
| Closed | -$63K | – | 626 |
|
2020
Q1 | $63K | Buy |
7,553
+7
| +0.1% | +$58 | 0.01% | 461 |
|
2019
Q4 | $70K | Buy |
7,546
+20
| +0.3% | +$186 | 0.01% | 477 |
|
2019
Q3 | $70K | Buy |
7,526
+20
| +0.3% | +$186 | 0.01% | 463 |
|
2019
Q2 | $71K | Buy |
7,506
+6
| +0.1% | +$57 | 0.01% | 442 |
|
2019
Q1 | $69K | Buy |
+7,500
| New | +$69K | 0.01% | 407 |
|