Summit Investment Advisory Services’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,838
| Closed | -$180K | – | 70 |
|
|
2025
Q1 | $180K | Buy |
21,838
+510
| +2% | +$4.21K | 0.09% | 66 |
|
|
2024
Q4 | $180K | Buy |
21,328
+493
| +2% | +$4.15K | 0.09% | 69 |
|
|
2024
Q3 | $181K | Buy |
+20,835
| New | +$181K | 0.1% | 70 |
|
|
2024
Q2 | – | Sell |
-19,859
| Closed | -$163K | – | 55 |
|
|
2024
Q1 | $163K | Buy |
19,859
+572
| +3% | +$4.69K | 0.1% | 67 |
|
|
2023
Q4 | $150K | Buy |
19,287
+298
| +2% | +$2.32K | 0.09% | 63 |
|
|
2023
Q3 | $145K | Buy |
18,989
+409
| +2% | +$3.13K | 0.11% | 53 |
|
|
2023
Q2 | $153K | Buy |
18,580
+393
| +2% | +$3.23K | 0.1% | 56 |
|
|
2023
Q1 | $147K | Buy |
18,187
+388
| +2% | +$3.14K | 0.1% | 52 |
|
|
2022
Q4 | $138K | Buy |
+17,799
| New | +$138K | 0.17% | 50 |
|