Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
78,461
+7,101
| +10% | +$98.5K | 0.05% | 292 |
|
|
2025
Q1 | $943K | Buy |
71,360
+8,923
| +14% | +$118K | 0.05% | 305 |
|
|
2024
Q4 | $900K | Buy |
62,437
+9,694
| +18% | +$140K | 0.04% | 305 |
|
|
2024
Q3 | $728K | Buy |
52,743
+11,374
| +27% | +$157K | 0.04% | 342 |
|
|
2024
Q2 | $566K | Buy |
+41,369
| New | +$566K | 0.07% | 162 |
|
|
2024
Q1 | – | Sell |
-35,942
| Closed | -$443K | – | 297 |
|
|
2023
Q4 | $443K | Buy |
35,942
+403
| +1% | +$4.97K | 0.03% | 413 |
|
|
2023
Q3 | $425K | Buy |
35,539
+8,471
| +31% | +$101K | 0.03% | 395 |
|
|
2023
Q2 | $346K | Buy |
27,068
+3,805
| +16% | +$48.6K | 0.03% | 402 |
|
|
2023
Q1 | $294K | Buy |
23,263
+8,228
| +55% | +$104K | 0.03% | 431 |
|
|
2022
Q4 | $185K | Buy |
15,035
+2,792
| +23% | +$34.3K | 0.02% | 490 |
|
|
2022
Q3 | $161K | Buy |
12,243
+1,200
| +11% | +$15.8K | 0.02% | 460 |
|
|
2022
Q2 | $149K | Sell |
11,043
-139
| -1% | -$1.88K | 0.01% | 524 |
|
|
2022
Q1 | $175K | Buy |
11,182
+205
| +2% | +$3.21K | 0.02% | 382 |
|
|
2021
Q4 | $184K | Sell |
10,977
-1,243
| -10% | -$20.8K | 0.02% | 389 |
|
|
2021
Q3 | $195K | Sell |
12,220
-2,431
| -17% | -$38.8K | 0.02% | 380 |
|
|
2021
Q2 | $239K | Buy |
14,651
+71
| +0.5% | +$1.16K | 0.03% | 342 |
|
|
2021
Q1 | $226K | Buy |
14,580
+558
| +4% | +$8.65K | 0.03% | 323 |
|
|
2020
Q4 | $215K | Buy |
14,022
+2,115
| +18% | +$32.4K | 0.03% | 308 |
|
|
2020
Q3 | $164K | Sell |
11,907
-56,147
| -83% | -$773K | 0.04% | 240 |
|
|
2020
Q2 | $960K | Buy |
68,054
+5,800
| +9% | +$81.8K | 0.32% | 70 |
|
|
2020
Q1 | $750K | Buy |
+62,254
| New | +$750K | 0.33% | 67 |
|