B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
+26,825
| New | +$372K | 0.02% | 620 |
|
|
2024
Q4 | $428K | Buy |
29,562
+336
| +1% | +$4.86K | 0.01% | 749 |
|
|
2024
Q3 | $403K | Sell |
29,226
-42,709
| -59% | -$589K | 0.01% | 828 |
|
|
2024
Q2 | $985K | Buy |
71,935
+18,189
| +34% | +$249K | 0.03% | 544 |
|
|
2024
Q1 | $645K | Sell |
53,746
-8,600
| -14% | -$103K | 0.02% | 675 |
|
|
2023
Q4 | $770K | Buy |
62,346
+8,600
| +16% | +$106K | 0.02% | 615 |
|
|
2023
Q3 | $645K | Buy |
53,746
+192
| +0.4% | +$2.3K | 0.02% | 675 |
|
|
2023
Q2 | $686K | Buy |
53,554
+21,435
| +67% | +$275K | 0.02% | 719 |
|
|
2023
Q1 | $406K | Sell |
32,119
-413
| -1% | -$5.22K | 0.01% | 904 |
|
|
2022
Q4 | $400K | Buy |
32,532
+4,498
| +16% | +$55.3K | 0.01% | 886 |
|
|
2022
Q3 | $369K | Buy |
28,034
+7,464
| +36% | +$98.2K | 0.01% | 899 |
|
|
2022
Q2 | $278K | Sell |
20,570
-1,680
| -8% | -$22.7K | 0.01% | 905 |
|
|
2022
Q1 | $348K | Buy |
22,250
+1,379
| +7% | +$21.6K | 0.01% | 941 |
|
|
2021
Q4 | $350K | Buy |
20,871
+1,065
| +5% | +$17.9K | 0.01% | 990 |
|
|
2021
Q3 | $317K | Sell |
19,806
-3,377
| -15% | -$54.1K | 0.01% | 1009 |
|
|
2021
Q2 | $378K | Buy |
23,183
+3,932
| +20% | +$64.1K | 0.01% | 905 |
|
|
2021
Q1 | $299K | Buy |
19,251
+5,781
| +43% | +$89.8K | 0.01% | 1002 |
|
|
2020
Q4 | $207K | Buy |
13,470
+191
| +1% | +$2.94K | 0.01% | 910 |
|
|
2020
Q3 | $184K | Sell |
13,279
-696
| -5% | -$9.64K | 0.01% | 850 |
|
|
2020
Q2 | $198K | Buy |
13,975
+1,224
| +10% | +$17.3K | 0.01% | 774 |
|
|
2020
Q1 | $154K | Sell |
12,751
-1,016
| -7% | -$12.3K | 0.01% | 706 |
|
|
2019
Q4 | $206K | Sell |
13,767
-143
| -1% | -$2.14K | 0.02% | 749 |
|
|
2019
Q3 | $204K | Buy |
13,910
+339
| +2% | +$4.97K | 0.02% | 722 |
|
|
2019
Q2 | $204K | Buy |
13,571
+1,165
| +9% | +$17.5K | 0.02% | 714 |
|
|
2019
Q1 | $187K | Buy |
12,406
+1,076
| +9% | +$16.2K | 0.02% | 667 |
|
|
2018
Q4 | $153K | Buy |
+11,330
| New | +$153K | 0.02% | 599 |
|
|
2015
Q1 | – | Sell |
-804
| Closed | -$11 | – | 999 |
|
|
2014
Q4 | $11 | Buy |
+804
| New | +$11 | ﹤0.01% | 2802 |
|
|
2014
Q3 | – | Sell |
-2,583
| Closed | -$38.1K | – | 1020 |
|
|
2014
Q2 | $38.1K | Buy |
+2,583
| New | +$38.1K | 0.01% | 1150 |
|