Integrated Wealth Concepts’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 | $173K | Buy |
12,463
+74
| +0.6% | +$1.03K | ﹤0.01% | 1793 |
|
2025
Q1 | $164K | Sell |
12,389
-411
| -3% | -$5.43K | ﹤0.01% | 1646 |
|
2024
Q4 | $184K | Buy |
12,800
+412
| +3% | +$5.94K | ﹤0.01% | 1617 |
|
2024
Q3 | $171K | Sell |
12,388
-126
| -1% | -$1.74K | ﹤0.01% | 1573 |
|
2024
Q2 | $171K | Sell |
12,514
-936
| -7% | -$12.8K | ﹤0.01% | 1545 |
|
2024
Q1 | $174K | Sell |
13,450
-615
| -4% | -$7.95K | ﹤0.01% | 1541 |
|
2023
Q4 | $173K | Sell |
14,065
-7,296
| -34% | -$90K | ﹤0.01% | 1485 |
|
2023
Q3 | $256K | Buy |
21,361
+5,635
| +36% | +$67.5K | ﹤0.01% | 1308 |
|
2023
Q2 | $201K | Buy |
15,726
+3,937
| +33% | +$50.3K | ﹤0.01% | 1430 |
|
2023
Q1 | $149K | Buy |
+11,789
| New | +$149K | ﹤0.01% | 1253 |
|