A detailed history of Primoris Wealth Advisors, LLC transactions in Eaton Vance Risk Managed Diversified Equity Income Fund stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 21,450 shares of ETJ stock, worth $196,696. This represents 0.14% of its overall portfolio holdings.

Number of Shares
21,450
Previous 21,446 0.02%
Holding current value
$196,696
Previous $188,000 4.26%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$8.4 - $9.19 $33 - $36
4 Added 0.02%
21,450 $196,000
Q2 2024

Aug 01, 2024

SELL
$8.12 - $8.78 $7,705 - $8,332
-949 Reduced 4.24%
21,446 $188,000
Q1 2024

May 07, 2024

BUY
$7.73 - $8.43 $1,708 - $1,863
221 Added 1.0%
22,395 $186,000
Q4 2023

Feb 15, 2024

BUY
$7.21 - $7.99 $519 - $575
72 Added 0.33%
22,174 $173,000
Q3 2023

Oct 31, 2023

SELL
$7.54 - $8.45 $14,574 - $16,333
-1,933 Reduced 8.04%
22,102 $169,000
Q2 2023

Aug 03, 2023

BUY
$7.68 - $8.44 $12,042 - $13,233
1,568 Added 6.98%
24,035 $197,000
Q1 2023

Apr 25, 2023

BUY
$7.43 - $8.14 $497 - $545
67 Added 0.3%
22,467 $178,000
Q4 2022

Feb 03, 2023

BUY
$7.41 - $8.67 $14,820 - $17,340
2,000 Added 9.8%
22,400 $168,000
Q3 2022

Oct 20, 2022

BUY
$8.27 - $9.9 $4,135 - $4,950
500 Added 2.51%
20,400 $170,000
Q2 2022

Jul 29, 2022

SELL
$8.38 - $9.92 $5,447 - $6,448
-650 Reduced 3.16%
19,900 $166,000
Q4 2021

Feb 08, 2022

BUY
$10.56 - $11.58 $217,008 - $237,969
20,550 New
20,550 $219,000

Others Institutions Holding ETJ

About Eaton Vance Risk-Managed Diversified Equity Income Fund


  • Ticker ETJ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...
More about ETJ
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