SWM
EXD

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

Stockman Wealth Management’s Portfolio EXD Stock Details EXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
2023
Q1 		$96.4K Hold
2022
Q4 		$91.9K Buy
2022
Q2 		– Sell
2022
Q1 		$118K Hold
2021
Q4 		$122K Hold
2021
Q3 		$113K Hold
2021
Q2 		$115K Hold
2021
Q1 		$108K Buy