IFP Advisors’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $14K | Buy |
1,556
+41
| +3% | +$369 | ﹤0.01% | 1477 |
|
|
2018
Q4 | $13K | Hold |
1,515
| – | – | ﹤0.01% | 2350 |
|
|
2018
Q3 | $13K | Buy |
1,515
+777
| +105% | +$6.67K | ﹤0.01% | 2683 |
|
|
2018
Q2 | $7K | Buy |
738
+34
| +5% | +$322 | ﹤0.01% | 3077 |
|
|
2018
Q1 | $7K | Hold |
704
| – | – | ﹤0.01% | 3029 |
|
|
2017
Q4 | $7K | Buy |
704
+19
| +3% | +$189 | ﹤0.01% | 3026 |
|
|
2017
Q3 | $8K | Buy |
685
+17
| +3% | +$199 | ﹤0.01% | 3143 |
|
|
2017
Q2 | $8K | Sell |
668
-2,042
| -75% | -$24.5K | ﹤0.01% | 3155 |
|
|
2017
Q1 | $30K | Buy |
2,710
+17
| +0.6% | +$188 | ﹤0.01% | 2224 |
|
|
2016
Q4 | $31K | Buy |
2,693
+16
| +0.6% | +$184 | ﹤0.01% | 2170 |
|
|
2016
Q3 | $32K | Buy |
2,677
+14
| +0.5% | +$167 | ﹤0.01% | 2097 |
|
|
2016
Q2 | $33K | Buy |
2,663
+1,107
| +71% | +$13.7K | ﹤0.01% | 2012 |
|
|
2016
Q1 | $14K | Sell |
1,556
-2,079
| -57% | -$18.7K | ﹤0.01% | 1477 |
|
|
2015
Q4 | $46K | Buy |
+3,635
| New | +$46K | ﹤0.01% | 1666 |
|