Laurel Wealth Advisors (California)’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $359K | Sell |
29,223
-156
| -0.5% | -$2.06K | 0.04% | 445 |
|
|
2022
Q3 | $386K | Buy |
29,379
+355
| +1% | +$5.23K | 0.04% | 407 |
|
|
2022
Q2 | $392K | Sell |
29,024
-6,283
| -18% | -$89.9K | 0.04% | 416 |
|
|
2022
Q1 | $551K | Buy |
35,307
+1,958
| +6% | +$30.6K | 0.05% | 381 |
|
|
2021
Q4 | $558K | Buy |
33,349
+20,804
| +166% | +$343K | 0.04% | 413 |
|
|
2021
Q3 | $201K | Sell |
12,545
-6,337
| -34% | -$104K | 0.04% | 441 |
|
|
2021
Q2 | $307K | Buy |
18,882
+144
| +0.8% | +$2.31K | 0.04% | 395 |
|
|
2021
Q1 | $290K | Buy |
18,738
+494
| +3% | +$7.52K | 0.04% | 364 |
|
|
2020
Q4 | $280K | Buy |
18,244
+148
| +0.8% | +$2.14K | 0.04% | 352 |
|
|
2020
Q3 | $250K | Buy |
18,096
+386
| +2% | +$5.51K | 0.04% | 335 |
|
|
2020
Q2 | $250K | Sell |
17,710
-1,936
| -10% | -$26.1K | 0.05% | 321 |
|
|
2020
Q1 | $237K | Sell |
19,646
-9,765
| -33% | -$136K | 0.05% | 326 |
|
|
2019
Q4 | $439K | Buy |
29,411
+9,691
| +49% | +$145K | 0.07% | 279 |
|
|
2019
Q3 | $289K | Buy |
19,720
+10
| +0.1% | +$149 | 0.05% | 351 |
|
|
2019
Q2 | $296K | Buy |
19,710
+10
| +0.1% | +$149 | 0.06% | 305 |
|
|
2019
Q1 | $296K | Buy |
19,700
+66
| +0.3% | +$970 | 0.07% | 286 |
|
|
2018
Q4 | $264K | Buy |
19,634
+6
| +0% | +$88 | 0.08% | 268 |
|
|
2018
Q3 | $316K | Sell |
19,628
-325
| -2% | -$5.18K | 0.08% | 269 |
|
|
2018
Q2 | $308K | Sell |
19,953
-1,428
| -7% | -$21.8K | 0.08% | 255 |
|
|
2018
Q1 | $318K | Sell |
21,381
-5,599
| -21% | -$85.7K | 0.1% | 232 |
|
|
2017
Q4 | $414K | Sell |
26,980
-3,572
| -12% | -$54.4K | 0.12% | 199 |
|
|
2017
Q3 | $468K | Buy |
30,552
+337
| +1% | +$5.17K | 0.16% | 157 |
|
|
2017
Q2 | $460K | Buy |
30,215
+7,173
| +31% | +$110K | 0.16% | 162 |
|
|
2017
Q1 | $350K | Buy |
+23,042
| New | +$351K | 0.14% | 178 |
|
Other funds holding ETV
AWA
GC
JWWM