Spire Wealth Management’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 | $7.18K | Hold |
517
| – | – | ﹤0.01% | 1830 |
|
2025
Q1 | $6.84K | Hold |
517
| – | – | ﹤0.01% | 1969 |
|
2024
Q4 | $7.46K | Hold |
517
| – | – | ﹤0.01% | 1929 |
|
2024
Q3 | $7.14K | Hold |
517
| – | – | ﹤0.01% | 1734 |
|
2024
Q2 | $7.07K | Hold |
517
| – | – | ﹤0.01% | 1741 |
|
2024
Q1 | $6.69K | Hold |
517
| – | – | ﹤0.01% | 1852 |
|
2023
Q4 | $6.45K | Hold |
517
| – | – | ﹤0.01% | 1888 |
|
2023
Q3 | $6.19K | Hold |
517
| – | – | ﹤0.01% | 1878 |
|
2023
Q2 | $6.61K | Hold |
517
| – | – | ﹤0.01% | 1930 |
|
2023
Q1 | $6.54K | Hold |
517
| – | – | ﹤0.01% | 1974 |
|
2022
Q4 | $6K | Hold |
517
| – | – | ﹤0.01% | 1770 |
|
2022
Q3 | $7K | Hold |
517
| – | – | ﹤0.01% | 1648 |
|
2022
Q2 | $7K | Hold |
517
| – | – | ﹤0.01% | 2019 |
|
2022
Q1 | $8K | Sell |
517
-7,263
| -93% | -$112K | ﹤0.01% | 2096 |
|
2021
Q4 | $130K | Buy |
+7,780
| New | +$130K | ﹤0.01% | 1294 |
|
2021
Q3 | – | Sell |
-1,618
| Closed | -$26K | – | 2589 |
|
2021
Q2 | $26K | Sell |
1,618
-8,167
| -83% | -$131K | ﹤0.01% | 1765 |
|
2021
Q1 | $150K | Buy |
+9,785
| New | +$150K | ﹤0.01% | 1192 |
|