Polaris Wealth Advisory Group’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,500
Closed -$22K 497
2018
Q3
$22K Buy
+2,500
New +$22K ﹤0.01% 320
2018
Q2
Sell
-2,500
Closed -$24K 449
2018
Q1
$24K Buy
+2,500
New +$24K ﹤0.01% 284