Montag & Associates’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 | $95.7K | Hold |
6,900
| – | – | ﹤0.01% | 479 |
|
2025
Q1 | $91.1K | Hold |
6,900
| – | – | ﹤0.01% | 511 |
|
2024
Q4 | $99.4K | Hold |
6,900
| – | – | ﹤0.01% | 500 |
|
2024
Q3 | $95.2K | Hold |
6,900
| – | – | ﹤0.01% | 507 |
|
2024
Q2 | $94.3K | Hold |
6,900
| – | – | ﹤0.01% | 498 |
|
2024
Q1 | $89.2K | Hold |
6,900
| – | – | ﹤0.01% | 499 |
|
2023
Q4 | $85.1K | Buy |
6,900
+1,000
| +17% | +$12.3K | ﹤0.01% | 488 |
|
2023
Q3 | $70.6K | Hold |
5,900
| – | – | ﹤0.01% | 497 |
|
2023
Q2 | $75.4K | Hold |
5,900
| – | – | ﹤0.01% | 498 |
|
2023
Q1 | $74.5K | Hold |
5,900
| – | – | ﹤0.01% | 489 |
|
2022
Q4 | $72.5K | Hold |
5,900
| – | – | ﹤0.01% | 487 |
|
2022
Q3 | $78K | Hold |
5,900
| – | – | 0.01% | 473 |
|
2022
Q2 | $80K | Hold |
5,900
| – | – | 0.01% | 464 |
|
2022
Q1 | $92K | Hold |
5,900
| – | – | ﹤0.01% | 478 |
|
2021
Q4 | $99K | Hold |
5,900
| – | – | ﹤0.01% | 482 |
|
2021
Q3 | $94K | Hold |
5,900
| – | – | 0.01% | 483 |
|
2021
Q2 | $96K | Hold |
5,900
| – | – | 0.01% | 475 |
|
2021
Q1 | $91K | Hold |
5,900
| – | – | 0.01% | 482 |
|
2020
Q4 | $91K | Buy |
+5,900
| New | +$91K | 0.01% | 463 |
|