SFPG
ETW
Stonebridge Financial Planning Group’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$15K | – | 184 |
|
|
2021
Q4 | $15K | Hold |
1,500
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $17K | Hold |
1,500
| – | – | 0.01% | 308 |
|
|
2021
Q2 | $17K | Hold |
1,500
| – | – | 0.01% | 310 |
|
|
2021
Q1 | $16K | Sell |
1,500
-10,000
| -87% | -$107K | 0.01% | 321 |
|
|
2020
Q4 | $111K | Hold |
11,500
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $99K | Sell |
11,500
-5,000
| -30% | -$43K | 0.07% | 136 |
|
|
2020
Q2 | $145K | Sell |
16,500
-852
| -5% | -$7.49K | 0.12% | 108 |
|
|
2020
Q1 | $138K | Hold |
17,352
| – | – | 0.14% | 98 |
|
|
2019
Q4 | $180K | Buy |
+17,352
| New | +$180K | 0.16% | 96 |
|