Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $22K | Buy |
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|
2019
Q3 | $22K | Buy |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $32K | Hold |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $31K | Hold |
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|
2017
Q4 | $32K | Buy |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $123K | Hold |
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|
2016
Q3 | $125K | Buy |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $123K | Sell |
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|
2014
Q2 | $175K | Hold |
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|
2014
Q1 | $168K | Buy |
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|
2013
Q4 | $116K | Buy |
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|
2013
Q3 | $93K | Hold |
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|
2013
Q2 | $93K | Buy |
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