BRWA
EXD

B. Riley Wealth Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

B. Riley Wealth Advisors’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
-16,479
Closed -$159K – 1685
2023
Q1 		$159K Buy
16,479
+1,295
+9% +$12.4K ﹤0.01% 1331
2022
Q4 		$140K Buy
15,184
+4,219
+38% +$41.3K ﹤0.01% 1324
2022
Q3 		$99K Sell
10,965
-424
-4% -$4.4K ﹤0.01% 1324
2022
Q2 		$116K Buy
11,389
+1,170
+11% +$12.3K ﹤0.01% 1110
2022
Q1 		$121K Buy
+10,219
New +$120K ﹤0.01% 1275

B. Riley Wealth Advisors's EXD Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 16,479 shares — an estimated $159K sold.

B. Riley Wealth Advisors first reported a position in EXD in Q1 2022 and held it in 5 quarters. The position peaked at $159K in Q1 2023. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,479 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $159K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2022 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $159K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.