Principle Wealth Partners’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 | $178K | Hold |
12,800
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $169K | Hold |
12,800
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $184K | Hold |
12,800
| – | – | 0.01% | 329 |
|
|
2024
Q3 | $177K | Buy |
+12,800
| New | +$177K | 0.01% | 334 |
|
|
2024
Q2 | – | Sell |
-12,800
| Closed | -$166K | – | 330 |
|
|
2024
Q1 | $166K | Hold |
12,800
| – | – | 0.01% | 341 |
|
|
2023
Q4 | $158K | Hold |
12,800
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $153K | Hold |
12,800
| – | – | 0.02% | 317 |
|
|
2023
Q2 | $164K | Hold |
12,800
| – | – | 0.02% | 320 |
|
|
2023
Q1 | $162K | Hold |
12,800
| – | – | 0.02% | 312 |
|
|
2022
Q4 | $157K | Hold |
12,800
| – | – | 0.02% | 309 |
|
|
2022
Q3 | $168 | Hold |
12,800
| – | – | 0.02% | 288 |
|
|
2022
Q2 | $173K | Hold |
12,800
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $200K | Hold |
12,800
| – | – | 0.02% | 311 |
|
|
2021
Q4 | $214K | Hold |
12,800
| – | – | 0.02% | 305 |
|
|
2021
Q3 | $205K | Hold |
12,800
| – | – | 0.02% | 300 |
|
|
2021
Q2 | $208K | Hold |
12,800
| – | – | 0.02% | 304 |
|
|
2021
Q1 | $198K | Hold |
12,800
| – | – | 0.02% | 283 |
|
|
2020
Q4 | $196K | Sell |
12,800
-9,000
| -41% | -$138K | 0.03% | 266 |
|
|
2020
Q3 | $301K | Hold |
21,800
| – | – | 0.08% | 122 |
|
|
2020
Q2 | $308K | Hold |
21,800
| – | – | 0.09% | 115 |
|
|
2020
Q1 | $263K | Buy |
+21,800
| New | +$263K | 0.1% | 116 |
|