Birchcreek Wealth Management’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,593	Closed	-$181K	–	118
2024 Q4	$181K	Hold	12,593	–	–	0.11%	120
2024 Q3	$174K	Hold	12,593	–	–	0.11%	116
2024 Q2	$172K	Hold	12,593	–	–	0.1%	150
2024 Q1	$163K	Hold	12,593	–	–	0.09%	155
2023 Q4	$155K	Hold	12,593	–	–	0.09%	136
2023 Q3	$151K	Sell	12,593 -2,741	-18%	-$35.1K	0.1%	131
2023 Q2	$196K	Sell	15,334 -13,570	-47%	-$168K	0.14%	131
2023 Q1	$365K	Buy	28,904 +170	+0.6%	+$2.18K	0.29%	86
2022 Q4	$353K	Buy	28,734 +3,062	+12%	+$40.5K	0.31%	79
2022 Q3	$338K	Buy	25,672 +100	+0.4%	+$1.47K	0.31%	75
2022 Q2	$345K	Hold	25,572	–	–	0.31%	72
2022 Q1	$399K	Buy	25,572 +209	+0.8%	+$3.27K	0.35%	63
2021 Q4	$425K	Sell	25,363 -511	-2%	-$8.43K	0.37%	59
2021 Q3	$414K	Sell	25,874 -149	-0.6%	-$2.45K	0.39%	61
2021 Q2	$424K	Buy	26,023 +2,049	+9%	+$32.9K	0.41%	56
2021 Q1	$371K	Buy	23,974 +1,600	+7%	+$24.4K	0.39%	63
2020 Q4	$343K	Buy	+22,374	New	+$324K	0.34%	68