Joseph P. Lucia & Associates’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 | $540K | Buy |
62,420
+702
| +1% | +$6.07K | 0.22% | 89 |
|
2025
Q1 | $509K | Buy |
61,718
+423
| +0.7% | +$3.49K | 0.23% | 84 |
|
2024
Q4 | $516K | Buy |
61,295
+410
| +0.7% | +$3.45K | 0.23% | 83 |
|
2024
Q3 | $528K | Sell |
60,885
-5,598
| -8% | -$48.6K | 0.24% | 80 |
|
2024
Q2 | $550K | Buy |
66,483
+410
| +0.6% | +$3.39K | 0.28% | 74 |
|
2024
Q1 | $542K | Buy |
66,073
+476
| +0.7% | +$3.9K | 0.29% | 70 |
|
2023
Q4 | $510K | Sell |
65,597
-1,384
| -2% | -$10.8K | 0.32% | 69 |
|
2023
Q3 | $512K | Buy |
66,981
+331
| +0.5% | +$2.53K | 0.36% | 65 |
|
2023
Q2 | $548K | Sell |
66,650
-3,532
| -5% | -$29K | 0.37% | 65 |
|
2023
Q1 | $567K | Sell |
70,182
-500
| -0.7% | -$4.04K | 0.4% | 62 |
|
2022
Q4 | $602K | Buy |
+70,682
| New | +$602K | 0.45% | 56 |
|