AE Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,474
| Closed | -$168K | – | 1401 |
|
|
2023
Q4 | $168K | Buy |
13,474
+1,650
| +14% | +$20.6K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $142K | Sell |
11,824
-2,911
| -20% | -$34.8K | ﹤0.01% | 1816 |
|
|
2023
Q2 | $188K | Sell |
14,735
-160
| -1% | -$2.05K | ﹤0.01% | 1755 |
|
|
2023
Q1 | $188K | Sell |
14,895
-293
| -2% | -$3.7K | ﹤0.01% | 1744 |
|
|
2022
Q4 | $187K | Sell |
15,188
-3,495
| -19% | -$42.9K | ﹤0.01% | 1672 |
|
|
2022
Q3 | $246K | Buy |
18,683
+7,108
| +61% | +$93.6K | ﹤0.01% | 1544 |
|
|
2022
Q2 | $156K | Buy |
11,575
+800
| +7% | +$10.8K | ﹤0.01% | 1612 |
|
|
2022
Q1 | $168K | Buy |
+10,775
| New | +$168K | ﹤0.01% | 1587 |
|