Cornerstone Wealth Management’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 | $168K | Buy |
12,148
+1,008
| +9% | +$14K | 0.01% | 626 |
|
2025
Q1 | $147K | Buy |
11,140
+39
| +0.4% | +$515 | 0.01% | 587 |
|
2024
Q4 | $160K | Sell |
11,101
-1,244
| -10% | -$17.9K | 0.01% | 567 |
|
2024
Q3 | $170K | Sell |
12,345
-1,584
| -11% | -$21.9K | 0.01% | 550 |
|
2024
Q2 | $190K | Sell |
13,929
-443
| -3% | -$6.06K | 0.01% | 527 |
|
2024
Q1 | $186K | Buy |
14,372
+84
| +0.6% | +$1.09K | 0.02% | 517 |
|
2023
Q4 | $176K | Buy |
14,288
+101
| +0.7% | +$1.25K | 0.02% | 507 |
|
2023
Q3 | $170K | Buy |
14,187
+119
| +0.8% | +$1.42K | 0.02% | 510 |
|
2023
Q2 | $180K | Buy |
14,068
+1,391
| +11% | +$17.8K | 0.02% | 488 |
|
2023
Q1 | $160K | Buy |
+12,677
| New | +$160K | 0.02% | 457 |
|
2022
Q3 | $138K | Buy |
+10,464
| New | +$138K | 0.02% | 425 |
|
2022
Q2 | – | Sell |
-10,048
| Closed | -$157K | – | 460 |
|
2022
Q1 | $157K | Buy |
10,048
+8
| +0.1% | +$125 | 0.02% | 449 |
|
2021
Q4 | $168K | Buy |
+10,040
| New | +$168K | 0.02% | 488 |
|