Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,484
| Closed | -$262K | – | 299 |
|
|
2023
Q2 | $262K | Buy |
20,484
+5,651
| +38% | +$72.2K | 0.05% | 285 |
|
|
2023
Q1 | $187K | Buy |
14,833
+2
| +0% | +$25 | 0.04% | 339 |
|
|
2022
Q4 | $182K | Buy |
14,831
+602
| +4% | +$7.39K | 0.04% | 340 |
|
|
2022
Q3 | $187K | Sell |
14,229
-99
| -0.7% | -$1.3K | 0.04% | 301 |
|
|
2022
Q2 | $194K | Sell |
14,328
-998
| -7% | -$13.5K | 0.04% | 350 |
|
|
2022
Q1 | $239K | Buy |
15,326
+2,101
| +16% | +$32.8K | 0.04% | 336 |
|
|
2021
Q4 | $221K | Buy |
13,225
+1,365
| +12% | +$22.8K | 0.04% | 367 |
|
|
2021
Q3 | $190K | Hold |
11,860
| – | – | 0.05% | 237 |
|
|
2021
Q2 | $193K | Buy |
11,860
+250
| +2% | +$4.07K | 0.05% | 253 |
|
|
2021
Q1 | $180K | Buy |
+11,610
| New | +$180K | 0.06% | 206 |
|