Advisory Services Network’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,589
Closed -$25K 3959
2023
Q1
$25K Hold
2,589
﹤0.01% 2413
2022
Q4
$23.8K Buy
+2,589
New +$25.3K ﹤0.01% 2372
2021
Q3
Sell
-2,589
Closed -$30K 3487
2021
Q2
$30K Buy
+2,589
New +$29.1K ﹤0.01% 2288
2021
Q1
Sell
-2,589
Closed -$26K 3159
2020
Q4
$26K Hold
2,589
﹤0.01% 2026
2020
Q3
$23K Buy
+2,589
New +$23.9K ﹤0.01% 2019
2020
Q2
Sell
-3,150
Closed -$24K 2933
2020
Q1
$24K Buy
+3,150
New +$29.7K ﹤0.01% 1774

Advisory Services Network's EXD Position: Q2 2023 in Review

Advisory Services Network sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 2,589 shares — an estimated $25K sold.

Advisory Services Network first reported a position in EXD in Q1 2020 and held it in 6 quarters. The position peaked at $30K in Q2 2021. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

  • Advisory Services Network reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Advisory Services Network sold 2,589 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $25K.
  • Advisory Services Network first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2020 and held it in 6 quarters.
  • Advisory Services Network's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $30K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.