AE Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,586
| Closed | -$130K | – | 1711 |
|
|
2021
Q4 | $130K | Buy |
+11,586
| New | +$130K | ﹤0.01% | 1627 |
|
|
2021
Q2 | – | Sell |
-17,385
| Closed | -$179K | – | 1590 |
|
|
2021
Q1 | $179K | Buy |
17,385
+3,739
| +27% | +$38.5K | ﹤0.01% | 1413 |
|
|
2020
Q4 | $132K | Buy |
13,646
+305
| +2% | +$2.95K | ﹤0.01% | 1296 |
|
|
2020
Q3 | $114K | Buy |
13,341
+1,104
| +9% | +$9.43K | ﹤0.01% | 1201 |
|
|
2020
Q2 | $106K | Buy |
12,237
+64
| +0.5% | +$554 | ﹤0.01% | 1182 |
|
|
2020
Q1 | $91K | Sell |
12,173
-2,523
| -17% | -$18.9K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $152K | Buy |
14,696
+2,464
| +20% | +$25.5K | ﹤0.01% | 1072 |
|
|
2019
Q3 | $118K | Sell |
12,232
-200
| -2% | -$1.93K | ﹤0.01% | 945 |
|
|
2019
Q2 | $122K | Buy |
+12,432
| New | +$122K | ﹤0.01% | 921 |
|
|
2019
Q1 | – | Sell |
-10,425
| Closed | -$99K | – | 640 |
|
|
2018
Q4 | $99K | Buy |
+10,425
| New | +$99K | 0.02% | 457 |
|