Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-14,420
| Closed | -$221K | – | 123 |
|
|
2015
Q4 | $221K | Hold |
14,420
| – | – | 0.13% | 112 |
|
|
2015
Q3 | $205K | Hold |
14,420
| – | – | 0.13% | 108 |
|
|
2015
Q2 | $214K | Sell |
14,420
-2,250
| -13% | -$33.4K | 0.13% | 104 |
|
|
2015
Q1 | $250K | Hold |
16,670
| – | – | 0.15% | 97 |
|
|
2014
Q4 | $237K | Hold |
16,670
| – | – | 0.15% | 104 |
|
|
2014
Q3 | $247K | Sell |
16,670
-3,300
| -17% | -$48.9K | 0.16% | 98 |
|
|
2014
Q2 | $295K | Hold |
19,970
| – | – | 0.18% | 95 |
|
|
2014
Q1 | $284K | Hold |
19,970
| – | – | 0.17% | 99 |
|
|
2013
Q4 | $280K | Sell |
19,970
-330
| -2% | -$4.63K | 0.17% | 102 |
|
|
2013
Q3 | $265K | Hold |
20,300
| – | – | 0.17% | 103 |
|
|
2013
Q2 | $265K | Buy |
+20,300
| New | +$265K | 0.18% | 97 |
|