IFP Advisors’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.5K | Buy |
4,745
+4,620
| +3,696% | +$66.7K | ﹤0.01% | 1872 |
|
2025
Q1 | $1.71K | Hold |
125
| – | – | ﹤0.01% | 3190 |
|
2024
Q4 | $1.88K | Hold |
125
| – | – | ﹤0.01% | 3124 |
|
2024
Q3 | $1.8K | Hold |
125
| – | – | ﹤0.01% | 2936 |
|
2024
Q2 | $1.77K | Hold |
125
| – | – | ﹤0.01% | 2837 |
|
2024
Q1 | $1.71K | Hold |
125
| – | – | ﹤0.01% | 2741 |
|
2023
Q4 | $1.62K | Hold |
125
| – | – | ﹤0.01% | 2723 |
|
2023
Q3 | $1.58K | Hold |
125
| – | – | ﹤0.01% | 2896 |
|
2023
Q2 | $1.74K | Hold |
125
| – | – | ﹤0.01% | 2925 |
|
2023
Q1 | $2K | Sell |
125
-135
| -52% | -$2.16K | ﹤0.01% | 2897 |
|
2022
Q4 | $4K | Sell |
260
-125
| -32% | -$1.92K | ﹤0.01% | 3884 |
|
2022
Q3 | $6K | Hold |
385
| – | – | ﹤0.01% | 3927 |
|
2022
Q2 | $6K | Hold |
385
| – | – | ﹤0.01% | 3678 |
|
2022
Q1 | $6K | Buy |
+385
| New | +$6K | ﹤0.01% | 3678 |
|
2019
Q1 | $112K | Sell |
7,160
-39,221
| -85% | -$614K | 0.02% | 651 |
|
2018
Q4 | $622K | Sell |
46,381
-10,392
| -18% | -$139K | 0.04% | 474 |
|
2018
Q3 | $945K | Sell |
56,773
-4,526
| -7% | -$75.3K | 0.04% | 448 |
|
2018
Q2 | $986K | Sell |
61,299
-3,842
| -6% | -$61.8K | 0.04% | 419 |
|
2018
Q1 | $1.09M | Hold |
65,141
| – | – | 0.05% | 364 |
|
2017
Q4 | $1.09M | Buy |
65,141
+11,993
| +23% | +$201K | 0.05% | 362 |
|
2017
Q3 | $890K | Buy |
53,148
+2,356
| +5% | +$39.5K | 0.04% | 472 |
|
2017
Q2 | $833K | Buy |
50,792
+12,190
| +32% | +$200K | 0.04% | 484 |
|
2017
Q1 | $629K | Buy |
38,602
+25,750
| +200% | +$420K | 0.03% | 573 |
|
2016
Q4 | $212K | Buy |
12,852
+6,500
| +102% | +$107K | 0.01% | 1022 |
|
2016
Q3 | $105K | Sell |
6,352
-6,110
| -49% | -$101K | 0.01% | 1327 |
|
2016
Q2 | $203K | Buy |
12,462
+5,302
| +74% | +$86.4K | 0.01% | 958 |
|
2016
Q1 | $112K | Sell |
7,160
-4,577
| -39% | -$71.6K | 0.02% | 651 |
|
2015
Q4 | $196K | Buy |
+11,737
| New | +$196K | 0.01% | 840 |
|