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	-10,000	Closed	-$96.4K	–	211
2023 Q1	$96.4K	Hold	10,000	–	–	0.02%	196
2022 Q4	$91.9K	Buy	+10,000	New	+$97.8K	0.02%	193
2022 Q2	–	Sell	-10,000	Closed	-$118K	–	197
2022 Q1	$118K	Hold	10,000	–	–	0.02%	195
2021 Q4	$122K	Hold	10,000	–	–	0.02%	204
2021 Q3	$113K	Hold	10,000	–	–	0.03%	197
2021 Q2	$115K	Hold	10,000	–	–	0.03%	196
2021 Q1	$108K	Buy	+10,000	New	+$103K	0.03%	189

Stockman Wealth Management's EXD Position: Q2 2023 in Review

Stockman Wealth Management sold out of Eaton Vance TaxManaged Buy-Write Strategy Fund (EXD) in Q2 2023, closing a stake of 10,000 shares — an estimated $96.4K sold.

Stockman Wealth Management first reported a position in EXD in Q1 2021 and held it in 7 quarters. The position peaked at $122K in Q4 2021. 0 funds tracked by Wall St. Rank hold EXD as of Q2 2023.

Stockman Wealth Management reported no remaining Eaton Vance TaxManaged Buy-Write Strategy Fund position as of Q2 2023 after selling out during the quarter.
Stockman Wealth Management sold 10,000 Eaton Vance TaxManaged Buy-Write Strategy Fund shares in Q2 2023, an estimated $96.4K.
Stockman Wealth Management first reported a position in Eaton Vance TaxManaged Buy-Write Strategy Fund in Q1 2021 and held it in 7 quarters.
Stockman Wealth Management's Eaton Vance TaxManaged Buy-Write Strategy Fund position peaked at $122K in Q4 2021.
0 funds tracked by Wall St. Rank held Eaton Vance TaxManaged Buy-Write Strategy Fund as of Q2 2023.

Based on Stockman Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.