Carroll Financial Associates’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,710
| Closed | -$36K | – | 1570 |
|
|
2019
Q2 | $36K | Buy |
3,710
+1,375
| +59% | +$13.3K | ﹤0.01% | 675 |
|
|
2019
Q1 | $22K | Buy |
+2,335
| New | +$22K | ﹤0.01% | 726 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1090 |
|
|
2015
Q1 | – | Sell |
-950
| Closed | -$11K | – | 831 |
|
|
2014
Q4 | $11K | Hold |
950
| – | – | 0.01% | 471 |
|
|
2014
Q3 | $11K | Hold |
950
| – | – | ﹤0.01% | 540 |
|
|
2014
Q2 | $12K | Hold |
950
| – | – | ﹤0.01% | 567 |
|
|
2014
Q1 | $11K | Hold |
950
| – | – | ﹤0.01% | 517 |
|
|
2013
Q4 | $11K | Buy |
950
+927
| +4,030% | +$10.7K | ﹤0.01% | 493 |
|
|
2013
Q3 | $0 | Buy |
+23
| New | – | ﹤0.01% | 812 |
|