Kapstone Financial Advisors’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 | – | Sell |
-11,185
| Closed | -$92.3K | – | 122 |
|
2025
Q1 | $92.3K | Buy |
11,185
+1,150
| +11% | +$9.49K | 0.05% | 109 |
|
2024
Q4 | $85.9K | Hold |
10,035
| – | – | 0.05% | 113 |
|
2024
Q3 | $86.6K | Hold |
10,035
| – | – | 0.05% | 107 |
|
2024
Q2 | $83K | Hold |
10,035
| – | – | 0.05% | 107 |
|
2024
Q1 | $82.3K | Hold |
10,035
| – | – | 0.06% | 102 |
|
2023
Q4 | $78.2K | Hold |
10,035
| – | – | 0.06% | 97 |
|
2023
Q3 | $76.7K | Hold |
10,035
| – | – | 0.07% | 91 |
|
2023
Q2 | $83.2K | Hold |
10,035
| – | – | 0.07% | 100 |
|
2023
Q1 | $81.7K | Hold |
10,035
| – | – | 0.07% | 94 |
|
2022
Q4 | $83.4K | Buy |
+10,035
| New | +$83.4K | 0.08% | 99 |
|