Semus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,244
| Closed | -$154K | – | 126 |
|
|
2024
Q2 | $154K | Sell |
11,244
-1,114
| -9% | -$15.2K | 0.12% | 114 |
|
|
2024
Q1 | $160K | Sell |
12,358
-625
| -5% | -$8.08K | 0.13% | 123 |
|
|
2023
Q4 | $160K | Buy |
12,983
+66
| +0.5% | +$814 | 0.13% | 125 |
|
|
2023
Q3 | $155K | Sell |
12,917
-790
| -6% | -$9.46K | 0.14% | 111 |
|
|
2023
Q2 | $175K | Buy |
13,707
+67
| +0.5% | +$856 | 0.16% | 113 |
|
|
2023
Q1 | $172K | Buy |
13,640
+60
| +0.4% | +$758 | 0.19% | 106 |
|
|
2022
Q4 | $167K | Buy |
+13,580
| New | +$167K | 0.2% | 105 |
|