Meridian Wealth Management’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
63,635
+6,339
| +11% | +$91.5K | 0.04% | 327 |
|
|
2025
Q1 | $782K | Buy |
57,296
+7,535
| +15% | +$103K | 0.04% | 333 |
|
|
2024
Q4 | $746K | Buy |
49,761
+8,890
| +22% | +$133K | 0.04% | 339 |
|
|
2024
Q3 | $590K | Buy |
40,871
+10,803
| +36% | +$156K | 0.03% | 381 |
|
|
2024
Q2 | $425K | Buy |
+30,068
| New | +$425K | 0.05% | 194 |
|
|
2024
Q1 | – | Sell |
-23,569
| Closed | -$306K | – | 295 |
|
|
2023
Q4 | $306K | Buy |
23,569
+568
| +2% | +$7.37K | 0.02% | 496 |
|
|
2023
Q3 | $290K | Buy |
23,001
+339
| +1% | +$4.28K | 0.02% | 460 |
|
|
2023
Q2 | $315K | Sell |
22,662
-386
| -2% | -$5.36K | 0.03% | 424 |
|
|
2023
Q1 | $301K | Sell |
23,048
-769
| -3% | -$10K | 0.03% | 423 |
|
|
2022
Q4 | $313K | Buy |
23,817
+2,415
| +11% | +$31.8K | 0.03% | 404 |
|
|
2022
Q3 | $283K | Buy |
21,402
+6,184
| +41% | +$81.8K | 0.03% | 378 |
|
|
2022
Q2 | $229K | Buy |
15,218
+2,211
| +17% | +$33.3K | 0.02% | 493 |
|
|
2022
Q1 | $220K | Buy |
13,007
+229
| +2% | +$3.87K | 0.02% | 359 |
|
|
2021
Q4 | $219K | Sell |
12,778
-2,101
| -14% | -$36K | 0.02% | 374 |
|
|
2021
Q3 | $238K | Sell |
14,879
-254
| -2% | -$4.06K | 0.03% | 349 |
|
|
2021
Q2 | $254K | Buy |
15,133
+81
| +0.5% | +$1.36K | 0.03% | 333 |
|
|
2021
Q1 | $237K | Buy |
15,052
+1,544
| +11% | +$24.3K | 0.03% | 316 |
|
|
2020
Q4 | $202K | Buy |
13,508
+1,932
| +17% | +$28.9K | 0.03% | 320 |
|
|
2020
Q3 | $157K | Buy |
+11,576
| New | +$157K | 0.04% | 241 |
|