Balanced Wealth Group’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 | $7.7M | Buy |
558,514
+17,092
| +3% | +$236K | 3.34% | 10 |
|
|
2025
Q1 | $7.15M | Sell |
541,422
-4,352
| -0.8% | -$57.5K | 3.46% | 10 |
|
|
2024
Q4 | $7.87M | Buy |
545,774
+21,822
| +4% | +$314K | 3.53% | 10 |
|
|
2024
Q3 | $7.22M | Buy |
523,952
+23,422
| +5% | +$323K | 3.2% | 11 |
|
|
2024
Q2 | $6.48M | Buy |
500,530
+11,265
| +2% | +$146K | 2.95% | 11 |
|
|
2024
Q1 | $6.09M | Buy |
489,265
+65,220
| +15% | +$812K | 2.71% | 11 |
|
|
2023
Q4 | $5.23M | Buy |
+424,045
| New | +$5.23M | 2.72% | 11 |
|