Sit Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-220,915
| Closed | -$2.72M | – | 533 |
|
|
2023
Q4 | $2.72M | Sell |
220,915
-102,549
| -32% | -$1.26M | 0.07% | 274 |
|
|
2023
Q3 | $3.87M | Sell |
323,464
-38,883
| -11% | -$465K | 0.11% | 207 |
|
|
2023
Q2 | $4.63M | Hold |
362,347
| – | – | 0.12% | 203 |
|
|
2023
Q1 | $4.58M | Buy |
+362,347
| New | +$4.58M | 0.12% | 196 |
|
|
2020
Q2 | – | Sell |
-197,147
| Closed | -$2.38M | – | 535 |
|
|
2020
Q1 | $2.38M | Buy |
+197,147
| New | +$2.38M | 0.09% | 241 |
|