CWM
ETV

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

Concert Wealth Management’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-20,197
Closed -$300K – 234
2017
Q1 		$300K Hold
20,197
– – 0.07% 349
2016
Q4 		$300K Sell
20,197
-1,305
-6% -$19.4K 0.07% 354
2016
Q3 		$324K Buy
21,502
+8
+0% +$121 0.04% 470
2016
Q2 		$318K Buy
+21,494
New +$318K 0.04% 442