IHT Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
12,210
+1,824
| +18% | +$15.8K | ﹤0.01% | 1120 |
|
|
2025
Q1 | $85.7K | Hold |
10,386
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q4 | $87.5K | Buy |
+10,386
| New | +$87.5K | ﹤0.01% | 1053 |
|
|
2021
Q2 | – | Sell |
-10,115
| Closed | -$104K | – | 952 |
|
|
2021
Q1 | $104K | Hold |
10,115
| – | – | 0.01% | 804 |
|
|
2020
Q4 | $98K | Hold |
10,115
| – | – | 0.01% | 717 |
|
|
2020
Q3 | $86K | Hold |
10,115
| – | – | 0.01% | 640 |
|
|
2020
Q2 | $87K | Buy |
+10,115
| New | +$87K | 0.01% | 563 |
|
|
2020
Q1 | – | Sell |
-13,295
| Closed | -$138K | – | 583 |
|
|
2019
Q4 | $138K | Hold |
13,295
| – | – | 0.02% | 589 |
|
|
2019
Q3 | $128K | Hold |
13,295
| – | – | 0.02% | 577 |
|
|
2019
Q2 | $130K | Hold |
13,295
| – | – | 0.02% | 515 |
|
|
2019
Q1 | $130K | Buy |
+13,295
| New | +$130K | 0.02% | 486 |
|
|
2018
Q2 | – | Sell |
-5,115
| Closed | -$58K | – | 708 |
|
|
2018
Q1 | $58K | Hold |
5,115
| – | – | 0.02% | 633 |
|
|
2017
Q4 | $62K | Hold |
5,115
| – | – | 0.02% | 628 |
|
|
2017
Q3 | $60K | Buy |
5,115
+3,868
| +310% | +$45.4K | 0.03% | 473 |
|
|
2017
Q2 | $188 | Hold |
1,247
| – | – | 0.09% | 238 |
|
|
2017
Q1 | $19K | Sell |
1,247
-3,868
| -76% | -$58.9K | 0.01% | 671 |
|
|
2016
Q4 | $52K | Buy |
+5,115
| New | +$52K | 0.04% | 385 |
|