Geneos Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,500
| Closed | -$24K | – | 2353 |
|
|
2018
Q1 | $24K | Hold |
2,500
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q4 | $25K | Hold |
2,500
| – | – | ﹤0.01% | 1303 |
|
|
2017
Q3 | $28K | Hold |
2,500
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q2 | $28K | Hold |
2,500
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q1 | $27K | Hold |
2,500
| – | – | ﹤0.01% | 1136 |
|
|
2016
Q4 | $28K | Hold |
2,500
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q3 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 992 |
|
|
2016
Q2 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 990 |
|
|
2016
Q1 | $30K | Buy |
+2,500
| New | +$30K | ﹤0.01% | 968 |
|