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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Sell |
|
|||||
|
2025
Q2 | $307K | Buy |
|
|||||
|
2025
Q1 | $285K | Sell |
|
|||||
|
2024
Q4 | $295K | Sell |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $350K | Sell |
|
|||||
|
2023
Q4 | $337K | Buy |
|
|||||
|
2023
Q3 | $326K | Sell |
|
|||||
|
2023
Q2 | $365K | Sell |
|
|||||
|
2023
Q1 | $373K | Buy |
|
|||||
|
2022
Q4 | $330K | Buy |
|
|||||
|
2022
Q3 | $298K | Hold |
|
|||||
|
2022
Q2 | $327K | Sell |
|
|||||
|
2022
Q1 | $560K | Buy |
|
|||||
|
2021
Q4 | $267K | Hold |
|
|||||
|
2021
Q3 | $258K | Buy |
|
|||||
|
2021
Q2 | $222K | Sell |
|
|||||
|
2021
Q1 | $239K | Sell |
|
|||||
|
2020
Q4 | $236K | Buy |
|
|||||
|
2020
Q3 | $206K | Hold |
|
|||||
|
2020
Q2 | $208K | Buy |
|
|||||
|
2020
Q1 | $173K | Sell |
|
|||||
|
2019
Q4 | $299K | Sell |
|
|||||
|
2019
Q3 | $314K | Hold |
|
|||||
|
2019
Q2 | $318K | Buy |
|
|||||
|
2019
Q1 | $316K | Sell |
|
|||||
|
2018
Q4 | $419K | Buy |
|
|||||
|
2018
Q3 | $494K | Sell |
|
|||||
|
2018
Q2 | $598K | Sell |
|
|||||
|
2018
Q1 | $599K | Sell |
|
|||||
|
2017
Q4 | $631K | Sell |
|
|||||
|
2017
Q3 | $2.96M | Buy |
|
|||||
|
2017
Q2 | $193K | Sell |
|
|||||
|
2017
Q1 | $186K | Buy |
|
|||||
|
2016
Q4 | $69K | Hold |
|
|||||
|
2016
Q3 | $75K | Sell |
|
|||||
|
2016
Q2 | $119K | Sell |
|
|||||
|
2016
Q1 | $331K | Buy |
|
|||||
|
2015
Q4 | $107K | Buy |
|
|||||
|
2015
Q3 | $47K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $17K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $40K | Buy |
|
|||||
|
2013
Q4 | $15K | Buy |
|
|||||
|
2013
Q3 | $6K | Sell |
|
|||||
|
2013
Q2 | $76K | Buy |
|