IFP Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
+4,467
| New | +$62K | ﹤0.01% | 1932 |
|
|
2023
Q1 | – | Sell |
-11,400
| Closed | -$176K | – | 3707 |
|
|
2022
Q4 | $176K | Hold |
11,400
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q3 | $176K | Hold |
11,400
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q2 | $176K | Hold |
11,400
| – | – | 0.01% | 1337 |
|
|
2022
Q1 | $176K | Buy |
+11,400
| New | +$176K | 0.01% | 1337 |
|
|
2019
Q1 | $201K | Sell |
13,300
-1,486
| -10% | -$22.5K | 0.03% | 471 |
|
|
2018
Q4 | $198K | Sell |
14,786
-15,160
| -51% | -$203K | 0.01% | 868 |
|
|
2018
Q3 | $482K | Sell |
29,946
-1,063
| -3% | -$17.1K | 0.02% | 671 |
|
|
2018
Q2 | $479K | Buy |
31,009
+2,387
| +8% | +$36.9K | 0.02% | 675 |
|
|
2018
Q1 | $440K | Hold |
28,622
| – | – | 0.02% | 672 |
|
|
2017
Q4 | $440K | Buy |
28,622
+7,252
| +34% | +$111K | 0.02% | 669 |
|
|
2017
Q3 | $327K | Buy |
21,370
+8,387
| +65% | +$128K | 0.01% | 881 |
|
|
2017
Q2 | $198K | Sell |
12,983
-385
| -3% | -$5.87K | 0.01% | 1127 |
|
|
2017
Q1 | $203K | Buy |
13,368
+155
| +1% | +$2.35K | 0.01% | 1106 |
|
|
2016
Q4 | $196K | Sell |
13,213
-1,245
| -9% | -$18.5K | 0.01% | 1063 |
|
|
2016
Q3 | $218K | Buy |
14,458
+800
| +6% | +$12.1K | 0.01% | 955 |
|
|
2016
Q2 | $202K | Buy |
13,658
+358
| +3% | +$5.3K | 0.01% | 960 |
|
|
2016
Q1 | $201K | Buy |
13,300
+5,557
| +72% | +$84K | 0.03% | 471 |
|
|
2015
Q4 | $118K | Buy |
+7,743
| New | +$118K | 0.01% | 1081 |
|