Sonora Investment Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $68K | Hold |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $65K | Hold |
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|
2020
Q4 | $60K | Hold |
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|
2020
Q3 | $54K | Hold |
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|
2020
Q2 | $54K | Hold |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $51K | Sell |
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|
2018
Q3 | $71K | Hold |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $77.1K | Hold |
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|
2017
Q4 | $82.4K | Hold |
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|
2017
Q3 | $91.7K | Hold |
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|
2017
Q2 | $91.4K | Hold |
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|
2017
Q1 | $88.9K | Hold |
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|
2016
Q4 | $91K | Hold |
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|
2016
Q3 | $96.6K | Hold |
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|
2016
Q2 | $98.1K | Hold |
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|
2016
Q1 | $97.1K | Buy |
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