SWM
EXD

Spire Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History

Spire Wealth Management’s Portfolio EXD Stock Details EXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-725
Closed -$9K – 2974
2021
Q4 		$9K Hold
725
– – ﹤0.01% 2429
2021
Q3 		$8K Sell
725
-1,675
-70% -$18.5K ﹤0.01% 2178
2021
Q2 		$28K Hold
2,400
– – ﹤0.01% 1738
2021
Q1 		$26K Buy
+2,400
New +$26K ﹤0.01% 2056