AWMS
ETV
Advocacy Wealth Management Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,500
| Closed | -$23K | – | 207 |
|
2017
Q4 | $23K | Hold |
1,500
| – | – | 0.02% | 95 |
|
2017
Q3 | $23K | Hold |
1,500
| – | – | 0.01% | 124 |
|
2017
Q2 | $23K | Sell |
1,500
-339
| -18% | -$5.2K | 0.01% | 122 |
|
2017
Q1 | $28K | Sell |
1,839
-21,159
| -92% | -$322K | 0.01% | 118 |
|
2016
Q4 | $341K | Sell |
22,998
-628
| -3% | -$9.31K | 0.1% | 31 |
|
2016
Q3 | $357K | Sell |
23,626
-3,566
| -13% | -$53.9K | 0.14% | 39 |
|
2016
Q2 | $402K | Buy |
27,192
+8,393
| +45% | +$124K | 0.2% | 44 |
|
2016
Q1 | $276K | Buy |
18,799
+7,011
| +59% | +$103K | 0.19% | 69 |
|
2015
Q4 | $180K | Buy |
+11,788
| New | +$180K | 0.2% | 90 |
|