National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,024
| Closed | -$164K | – | 151 |
|
|
2024
Q2 | $164K | Sell |
12,024
-600
| -5% | -$8.2K | 0.13% | 126 |
|
|
2024
Q1 | $163K | Hold |
12,624
| – | – | 0.13% | 128 |
|
|
2023
Q4 | $156K | Sell |
12,624
-700
| -5% | -$8.63K | 0.15% | 128 |
|
|
2023
Q3 | $159K | Hold |
13,324
| – | – | 0.17% | 122 |
|
|
2023
Q2 | $174K | Hold |
13,324
| – | – | 0.18% | 124 |
|
|
2023
Q1 | $163K | Hold |
13,324
| – | – | 0.19% | 129 |
|
|
2022
Q4 | $164K | Hold |
13,324
| – | – | 0.2% | 131 |
|
|
2022
Q3 | $175K | Hold |
13,324
| – | – | 0.23% | 118 |
|
|
2022
Q2 | $180K | Buy |
13,324
+1,050
| +9% | +$14.2K | 0.23% | 106 |
|
|
2022
Q1 | $192K | Buy |
+12,274
| New | +$192K | 0.18% | 107 |
|