Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
14,761
+137
| +0.9% | +$1.24K | 0.01% | 713 |
|
|
2025
Q1 | $124K | Buy |
14,624
+134
| +0.9% | +$1.13K | 0.01% | 666 |
|
|
2024
Q4 | $135K | Buy |
14,490
+2,123
| +17% | +$19.8K | 0.01% | 652 |
|
|
2024
Q3 | $114K | Buy |
+12,367
| New | +$114K | 0.01% | 728 |
|
|
2022
Q4 | – | Sell |
-10,772
| Closed | -$90K | – | 653 |
|
|
2022
Q3 | $90K | Sell |
10,772
-4,490
| -29% | -$37.5K | 0.01% | 784 |
|
|
2022
Q2 | $127K | Buy |
15,262
+228
| +2% | +$1.9K | 0.01% | 758 |
|
|
2022
Q1 | $148K | Buy |
+15,034
| New | +$148K | 0.01% | 801 |
|