Tompkins Financial’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-300
Closed -$3.59K 660
2023
Q3
$3.59K Hold
300
﹤0.01% 525
2023
Q2
$3.83K Hold
300
﹤0.01% 534
2023
Q1
$3.79K Hold
300
﹤0.01% 557
2022
Q4
$4K Hold
300
﹤0.01% 541
2022
Q3
$4K Hold
300
﹤0.01% 532
2022
Q2
$4K Hold
300
﹤0.01% 516
2022
Q1
$5K Hold
300
﹤0.01% 528
2021
Q4
$5K Hold
300
﹤0.01% 308
2021
Q3
$5K Buy
+300
New +$4.94K ﹤0.01% 349
2021
Q1
$5K Hold
300
﹤0.01% 392
2020
Q4
$5K Hold
300
﹤0.01% 394
2020
Q3
$4K Hold
300
﹤0.01% 363
2020
Q2
$4K Hold
300
﹤0.01% 353
2020
Q1
$4K Buy
+300
New +$4.17K ﹤0.01% 361

Other funds holding ETV

Tompkins Financial's ETV Position: Q4 2023 in Review

Tompkins Financial sold out of Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) in Q4 2023, closing a stake of 300 shares — an estimated $3.59K sold.

Tompkins Financial first reported a position in ETV in Q1 2020 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 159 funds tracked by Wall St. Rank hold ETV as of Q4 2023.

  • Tompkins Financial reported no remaining Eaton Vance Tax-Managed Buy-Write Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Tompkins Financial sold 300 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q4 2023, an estimated $3.59K.
  • Tompkins Financial first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q1 2020 and held it in 14 quarters.
  • Tompkins Financial's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $5K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.