HBK Sorce Advisory’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
Q3 | $369K | Hold |
|
|||||
|
2025
Q2 | $361K | Sell |
|
|||||
|
2025
Q1 | $345K | Sell |
|
|||||
|
2024
Q4 | $502K | Hold |
|
|||||
|
2024
Q3 | $480K | Sell |
|
|||||
|
2024
Q2 | $551K | Hold |
|
|||||
|
2024
Q1 | $521K | Sell |
|
|||||
|
2023
Q4 | $502K | Hold |
|
|||||
|
2023
Q3 | $488K | Hold |
|
|||||
|
2023
Q2 | $521K | Buy |
|
|||||
|
2023
Q1 | $511K | Sell |
|
|||||
|
2022
Q4 | $994K | Buy |
|
|||||
|
2022
Q3 | $566K | Sell |
|
|||||
|
2022
Q2 | $751K | Sell |
|
|||||
|
2022
Q1 | $876K | Buy |
|
|||||
|
2021
Q4 | $772K | Sell |
|
|||||
|
2021
Q3 | $804K | Sell |
|
|||||
|
2021
Q2 | $1.04M | Buy |
|
|||||
|
2021
Q1 | $904K | Buy |
|
|||||
|
2020
Q4 | $813K | Buy |
|
|||||
|
2020
Q3 | $687K | Sell |
|
|||||
|
2020
Q2 | $743K | Buy |
|
|||||
|
2020
Q1 | $576K | Buy |
|
|||||
|
2019
Q4 | $681K | Sell |
|
|||||
|
2019
Q3 | $702K | Buy |
|
|||||
|
2019
Q2 | $675K | Buy |
|
|||||
|
2019
Q1 | $631K | Buy |
|
|||||
|
2018
Q4 | $553K | Buy |
|
|||||
|
2018
Q3 | $645K | Sell |
|
|||||
|
2018
Q2 | $665K | Hold |
|
|||||
|
2018
Q1 | $641K | Buy |
|
|||||
|
2017
Q4 | $454K | Buy |
|