Creative Planning’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $370K | Buy |
41,930
+3,211
| +8% | +$29.6K | ﹤0.01% | 3259 |
|
|
2025
Q4 | $358K | Buy |
38,719
+6,880
| +22% | +$62.5K | ﹤0.01% | 3117 |
|
|
2025
Q3 | $290K | Sell |
31,839
-3,468
| -10% | -$30.7K | ﹤0.01% | 3178 |
|
|
2025
Q2 | $307K | Buy |
35,307
+751
| +2% | +$6.16K | ﹤0.01% | 2880 |
|
|
2025
Q1 | $285K | Sell |
34,556
-501
| -1% | -$4.25K | ﹤0.01% | 2803 |
|
|
2024
Q4 | $295K | Sell |
35,057
-4,600
| -12% | -$39.4K | ﹤0.01% | 2678 |
|
|
2024
Q3 | $344K | Buy |
39,657
+99
| +0.3% | +$822 | ﹤0.01% | 2415 |
|
|
2024
Q2 | $327K | Sell |
39,558
-3,166
| -7% | -$25.7K | ﹤0.01% | 2278 |
|
|
2024
Q1 | $350K | Sell |
42,724
-600
| -1% | -$4.76K | ﹤0.01% | 2117 |
|
|
2023
Q4 | $337K | Buy |
43,324
+600
| +1% | +$4.54K | ﹤0.01% | 2008 |
|
|
2023
Q3 | $326K | Sell |
42,724
-1,728
| -4% | -$13.9K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $365K | Sell |
44,452
-1,697
| -4% | -$13.8K | ﹤0.01% | 1754 |
|
|
2023
Q1 | $373K | Buy |
46,149
+3,584
| +8% | +$28.7K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $330K | Buy |
42,565
+3,238
| +8% | +$26.3K | ﹤0.01% | 1661 |
|
|
2022
Q3 | $298K | Hold |
39,327
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q2 | $327K | Sell |
39,327
-15,566
| -28% | -$140K | ﹤0.01% | 1551 |
|
|
2022
Q1 | $560K | Buy |
54,893
+31,058
| +130% | +$324K | ﹤0.01% | 1265 |
|
|
2021
Q4 | $267K | Hold |
23,835
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q3 | $258K | Buy |
23,835
+3,428
| +17% | +$38K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $222K | Sell |
20,407
-2,780
| -12% | -$30.1K | ﹤0.01% | 1746 |
|
|
2021
Q1 | $239K | Sell |
23,187
-1,210
| -5% | -$11.9K | ﹤0.01% | 1957 |
|
|
2020
Q4 | $236K | Buy |
24,397
+332
| +1% | +$3.03K | ﹤0.01% | 1772 |
|
|
2020
Q3 | $206K | Hold |
24,065
| – | – | ﹤0.01% | 1665 |
|
|
2020
Q2 | $208K | Buy |
24,065
+931
| +4% | +$7.56K | ﹤0.01% | 1503 |
|
|
2020
Q1 | $173K | Sell |
23,134
-5,677
| -20% | -$53.1K | ﹤0.01% | 1423 |
|
|
2019
Q4 | $299K | Sell |
28,811
-3,701
| -11% | -$37.2K | ﹤0.01% | 1402 |
|
|
2019
Q3 | $314K | Hold |
32,512
| – | – | ﹤0.01% | 1331 |
|
|
2019
Q2 | $318K | Buy |
32,512
+142
| +0.4% | +$1.39K | ﹤0.01% | 1330 |
|
|
2019
Q1 | $316K | Sell |
32,370
-11,611
| -26% | -$113K | ﹤0.01% | 1305 |
|
|
2018
Q4 | $419K | Buy |
43,981
+2,941
| +7% | +$31.4K | ﹤0.01% | 1052 |
|
|
2018
Q3 | $494K | Sell |
41,040
-9,606
| -19% | -$115K | ﹤0.01% | 1084 |
|
|
2018
Q2 | $598K | Sell |
50,646
-1,250
| -2% | -$14.7K | ﹤0.01% | 976 |
|
|
2018
Q1 | $599K | Sell |
51,896
-1,073
| -2% | -$12.8K | ﹤0.01% | 992 |
|
|
2017
Q4 | $631K | Sell |
52,969
-196,641
| -79% | -$2.33M | ﹤0.01% | 940 |
|
|
2017
Q3 | $2.96M | Buy |
249,610
+232,646
| +1,371% | +$2.72M | 0.01% | 354 |
|
|
2017
Q2 | $193K | Sell |
16,964
-50
| -0.3% | -$567 | ﹤0.01% | 1539 |
|
|
2017
Q1 | $186K | Buy |
17,014
+10,200
| +150% | +$109K | ﹤0.01% | 1540 |
|
|
2016
Q4 | $69K | Hold |
6,814
| – | – | ﹤0.01% | 2128 |
|
|
2016
Q3 | $75K | Sell |
6,814
-4,641
| -41% | -$50.1K | ﹤0.01% | 2051 |
|
|
2016
Q2 | $119K | Sell |
11,455
-19,924
| -63% | -$209K | ﹤0.01% | 1558 |
|
|
2016
Q1 | $331K | Buy |
31,379
+21,813
| +228% | +$223K | ﹤0.01% | 938 |
|
|
2015
Q4 | $107K | Buy |
9,566
+5,200
| +119% | +$59.7K | ﹤0.01% | 1590 |
|
|
2015
Q3 | $47K | Buy |
+4,366
| New | +$50.7K | ﹤0.01% | 2086 |
|
|
2015
Q1 | – | Sell |
-1,562
| Closed | -$17K | – | 4268 |
|
|
2014
Q4 | $17K | Buy |
+1,562
| New | +$18.5K | ﹤0.01% | 2760 |
|
|
2014
Q2 | – | Sell |
-3,294
| Closed | -$40K | – | 3822 |
|
|
2014
Q1 | $40K | Buy |
3,294
+2,020
| +159% | +$24.2K | ﹤0.01% | 1941 |
|
|
2013
Q4 | $15K | Buy |
1,274
+774
| +155% | +$9.16K | ﹤0.01% | 2349 |
|
|
2013
Q3 | $6K | Sell |
500
-6,340
| -93% | -$72.3K | ﹤0.01% | 2656 |
|
|
2013
Q2 | $76K | Buy |
+6,840
| New | +$77.4K | ﹤0.01% | 1132 |
|
Other funds holding ETW
GC
1CP
KIM
AAM
