B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Buy |
+46,624
| New | +$403K | 0.02% | 595 |
|
2024
Q2 | – | Sell |
-31,001
| Closed | -$237K | – | 1454 |
|
2024
Q1 | $237K | Sell |
31,001
-2,334
| -7% | -$17.8K | 0.01% | 1174 |
|
2023
Q4 | $259K | Buy |
33,335
+2,334
| +8% | +$18.1K | 0.01% | 1116 |
|
2023
Q3 | $237K | Sell |
31,001
-3,525
| -10% | -$26.9K | 0.01% | 1174 |
|
2023
Q2 | $284K | Sell |
34,526
-1,171
| -3% | -$9.63K | 0.01% | 1150 |
|
2023
Q1 | $288K | Sell |
35,697
-7,980
| -18% | -$64.5K | 0.01% | 1088 |
|
2022
Q4 | $339K | Buy |
43,677
+10,920
| +33% | +$84.7K | 0.01% | 978 |
|
2022
Q3 | $248K | Buy |
32,757
+3,457
| +12% | +$26.2K | 0.01% | 1118 |
|
2022
Q2 | $244K | Sell |
29,300
-6,385
| -18% | -$53.2K | 0.01% | 962 |
|
2022
Q1 | $364K | Sell |
35,685
-770
| -2% | -$7.85K | 0.01% | 924 |
|
2021
Q4 | $408K | Sell |
36,455
-2,554
| -7% | -$28.6K | 0.01% | 924 |
|
2021
Q3 | $422K | Sell |
39,009
-1,165
| -3% | -$12.6K | 0.01% | 867 |
|
2021
Q2 | $438K | Buy |
40,174
+2,150
| +6% | +$23.4K | 0.01% | 830 |
|
2021
Q1 | $393K | Buy |
38,024
+111
| +0.3% | +$1.15K | 0.01% | 852 |
|
2020
Q4 | $367K | Sell |
37,913
-9,448
| -20% | -$91.5K | 0.02% | 650 |
|
2020
Q3 | $406K | Buy |
47,361
+26,203
| +124% | +$225K | 0.02% | 611 |
|
2020
Q2 | $184K | Sell |
21,158
-6,861
| -24% | -$59.7K | 0.01% | 783 |
|
2020
Q1 | $210K | Buy |
+28,019
| New | +$210K | 0.02% | 659 |
|
2019
Q4 | – | Sell |
-11,919
| Closed | -$116K | – | 861 |
|
2019
Q3 | $116K | Buy |
+11,919
| New | +$116K | 0.01% | 766 |
|
2015
Q4 | – | Sell |
-10,163
| Closed | -$109K | – | 580 |
|
2015
Q3 | $109K | Buy |
+10,163
| New | +$109K | 0.03% | 509 |
|
2015
Q1 | – | Sell |
-6,671
| Closed | -$74 | – | 1000 |
|
2014
Q4 | $74 | Sell |
6,671
-37,082
| -85% | -$411 | ﹤0.01% | 1876 |
|
2014
Q3 | $532K | Sell |
43,753
-85,215
| -66% | -$1.04M | 0.14% | 196 |
|
2014
Q2 | $824K | Buy |
128,968
+116,582
| +941% | +$745K | 0.19% | 111 |
|
2014
Q1 | $150K | Buy |
12,386
+459
| +4% | +$5.56K | 0.05% | 484 |
|
2013
Q4 | $144K | Sell |
11,927
-4,119
| -26% | -$49.7K | 0.05% | 449 |
|
2013
Q3 | $182K | Sell |
16,046
-12,092
| -43% | -$137K | 0.06% | 363 |
|
2013
Q2 | $313K | Buy |
+28,138
| New | +$313K | 0.11% | 219 |
|