Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,834
| Closed | -$98.1K | – | 752 |
|
|
2023
Q3 | $98.1K | Sell |
12,834
-1,835
| -13% | -$14K | 0.02% | 470 |
|
|
2023
Q2 | $121K | Sell |
14,669
-395
| -3% | -$3.26K | 0.01% | 620 |
|
|
2023
Q1 | $122K | Sell |
15,064
-2,931
| -16% | -$23.7K | 0.01% | 600 |
|
|
2022
Q4 | $140M | Buy |
17,995
+918
| +5% | +$7.12M | 0.01% | 576 |
|
|
2022
Q3 | $129K | Buy |
+17,077
| New | +$129K | 0.01% | 534 |
|
|
2015
Q2 | – | Sell |
-60,297
| Closed | -$711K | – | 150 |
|
|
2015
Q1 | $711K | Buy |
60,297
+288
| +0.5% | +$3.4K | 0.46% | 51 |
|
|
2014
Q4 | $661K | Buy |
60,009
+11,112
| +23% | +$122K | 0.47% | 56 |
|
|
2014
Q3 | $594K | Buy |
48,897
+8,195
| +20% | +$99.6K | 0.45% | 51 |
|
|
2014
Q2 | $522K | Buy |
40,702
+9,327
| +30% | +$120K | 0.41% | 64 |
|
|
2014
Q1 | $381K | Sell |
31,375
-4,670
| -13% | -$56.7K | 0.35% | 68 |
|
|
2013
Q4 | $433K | Buy |
+36,045
| New | +$433K | 0.43% | 61 |
|