Summit Investment Advisory Services’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,952
| Closed | -$224K | – | 69 |
|
|
2025
Q1 | $224K | Buy |
16,952
+345
| +2% | +$4.56K | 0.11% | 64 |
|
|
2024
Q4 | $239K | Buy |
16,607
+343
| +2% | +$4.94K | 0.12% | 63 |
|
|
2024
Q3 | $224K | Buy |
+16,264
| New | +$224K | 0.12% | 62 |
|
|
2024
Q2 | – | Sell |
-15,555
| Closed | -$201K | – | 54 |
|
|
2024
Q1 | $201K | Buy |
15,555
+340
| +2% | +$4.4K | 0.12% | 66 |
|
|
2023
Q4 | $188K | Buy |
15,215
+356
| +2% | +$4.39K | 0.12% | 61 |
|
|
2023
Q3 | $178K | Buy |
14,859
+328
| +2% | +$3.93K | 0.13% | 52 |
|
|
2023
Q2 | $186K | Buy |
14,531
+231
| +2% | +$2.95K | 0.12% | 55 |
|
|
2023
Q1 | $181K | Buy |
14,300
+34
| +0.2% | +$429 | 0.13% | 51 |
|
|
2022
Q4 | $175K | Buy |
+14,266
| New | +$175K | 0.21% | 49 |
|