Atria Wealth Solutions’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Atria Wealth Solutions’s Portfolio EXD Stock Details EXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,703	Closed	-$151K	–	2016
2023 Q1	$151K	Hold	15,703	–	–	﹤0.01%	1719
2022 Q4	$144K	Hold	15,703	–	–	﹤0.01%	1664
2022 Q3	$141K	Buy	+15,703	New	+$163K	﹤0.01%	1600
2022 Q2	–	Sell	-14,203	Closed	-$167K	–	1930
2022 Q1	$167K	Buy	+14,203	New	+$166K	﹤0.01%	1623

Atria Wealth Solutions's EXD Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 15,703 shares — an estimated $151K sold.

Atria Wealth Solutions first reported a position in EXD in Q1 2022 and held it in 4 quarters. The position peaked at $167K in Q1 2022. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

Atria Wealth Solutions reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 15,703 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $151K.
Atria Wealth Solutions first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $167K in Q1 2022.
0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.