Creative Planning’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
Q2 | $602K | Sell |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $149K | Sell |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $727K | Buy |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $479K | Sell |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $446K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $501K | Sell |
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|
2019
Q2 | $557K | Sell |
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|
2019
Q1 | $692K | Buy |
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|
2018
Q4 | $570K | Buy |
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|
2018
Q3 | $672K | Sell |
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|
2018
Q2 | $695K | Buy |
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|
2018
Q1 | $669K | Sell |
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|
2017
Q4 | $864K | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $596K | Buy |
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|
2017
Q1 | $398K | Buy |
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|
2016
Q4 | $340K | Buy |
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|
2016
Q3 | $340K | Buy |
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|
2016
Q2 | $317K | Buy |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $338K | Sell |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $98K | Hold |
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|
2014
Q4 | $92K | Buy |
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|
2014
Q3 | $28K | Buy |
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|
2014
Q2 | $14K | Sell |
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|
2014
Q1 | $24K | Sell |
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|
2013
Q4 | $72K | Sell |
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|
2013
Q3 | $388K | Sell |
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|
2013
Q2 | $436K | Buy |
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