Stockman Wealth Management’s Eaton Vance TaxManaged Buy-Write Strategy Fund EXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$91.9K | 0.02% | 192 |
|
|
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 | +$108K | 0.03% | 189 |
|