Steward Partners Investment Advisory’s Eaton Vance Tax-Managed Buy-Write Income Fund ETB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Sell |
4,727
-500
| -10% | -$7.22K | ﹤0.01% | 2313 |
|
|
2025
Q1 | $71.3K | Sell |
5,227
-2,825
| -35% | -$38.6K | ﹤0.01% | 2202 |
|
|
2024
Q4 | $121K | Hold |
8,052
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q3 | $116K | Buy |
8,052
+4,741
| +143% | +$68.4K | ﹤0.01% | 1806 |
|
|
2024
Q2 | $46.8K | Buy |
3,311
+2,276
| +220% | +$32.1K | ﹤0.01% | 2142 |
|
|
2024
Q1 | $14.1K | Buy |
1,035
+500
| +93% | +$6.83K | ﹤0.01% | 2667 |
|
|
2023
Q4 | $6.94K | Hold |
535
| – | – | ﹤0.01% | 2846 |
|
|
2023
Q3 | $6.75K | Sell |
535
-927
| -63% | -$11.7K | ﹤0.01% | 2722 |
|
|
2023
Q2 | $20.3K | Sell |
1,462
-1,504
| -51% | -$20.9K | ﹤0.01% | 2286 |
|
|
2023
Q1 | $38.7K | Buy |
2,966
+19
| +0.6% | +$248 | ﹤0.01% | 1967 |
|
|
2022
Q4 | $38.7K | Buy |
2,947
+19
| +0.6% | +$250 | ﹤0.01% | 1944 |
|
|
2022
Q3 | $39K | Buy |
2,928
+18
| +0.6% | +$240 | ﹤0.01% | 1907 |
|
|
2022
Q2 | $44K | Buy |
2,910
+553
| +23% | +$8.36K | ﹤0.01% | 1858 |
|
|
2022
Q1 | $40K | Buy |
2,357
+17
| +0.7% | +$289 | ﹤0.01% | 2033 |
|
|
2021
Q4 | $40K | Buy |
2,340
+16
| +0.7% | +$274 | ﹤0.01% | 2013 |
|
|
2021
Q3 | $37K | Buy |
2,324
+16
| +0.7% | +$255 | ﹤0.01% | 2033 |
|
|
2021
Q2 | $39K | Sell |
2,308
-2,568
| -53% | -$43.4K | ﹤0.01% | 3813 |
|
|
2021
Q1 | $76.7K | Buy |
4,876
+2,600
| +114% | +$40.9K | ﹤0.01% | 1763 |
|
|
2020
Q4 | $34K | Buy |
+2,276
| New | +$34K | ﹤0.01% | 1846 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$8K | – | 1698 |
|
|
2017
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 1098 |
|
|
2017
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 994 |
|
|
2016
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 593 |
|