B. Riley Wealth Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,479
| Closed | -$159K | – | 1685 |
|
|
2023
Q1 | $159K | Buy |
16,479
+1,295
| +9% | +$12.5K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $140K | Buy |
15,184
+4,219
| +38% | +$38.8K | ﹤0.01% | 1324 |
|
|
2022
Q3 | $99K | Sell |
10,965
-424
| -4% | -$3.83K | ﹤0.01% | 1324 |
|
|
2022
Q2 | $116K | Buy |
11,389
+1,170
| +11% | +$11.9K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $121K | Buy |
+10,219
| New | +$121K | ﹤0.01% | 1275 |
|