Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,900
| Closed | -$196K | – | 238 |
|
|
2022
Q3 | $196K | Buy |
14,900
+3,400
| +30% | +$44.7K | 0.12% | 223 |
|
|
2022
Q2 | $155K | Sell |
11,500
-650
| -5% | -$8.76K | 0.08% | 245 |
|
|
2022
Q1 | $190K | Sell |
12,150
-110
| -0.9% | -$1.72K | 0.1% | 215 |
|
|
2021
Q4 | $205K | Sell |
12,260
-4,947
| -29% | -$82.7K | 0.09% | 212 |
|
|
2021
Q3 | $275K | Sell |
17,207
-25
| -0.1% | -$400 | 0.13% | 170 |
|
|
2021
Q2 | $281K | Sell |
17,232
-1,433
| -8% | -$23.4K | 0.16% | 169 |
|
|
2021
Q1 | $289K | Hold |
18,665
| – | – | 0.17% | 136 |
|
|
2020
Q4 | $287K | Sell |
18,665
-1,592
| -8% | -$24.5K | 0.2% | 118 |
|
|
2020
Q3 | $280K | Sell |
20,257
-12,350
| -38% | -$171K | 0.24% | 102 |
|
|
2020
Q2 | $460K | Sell |
32,607
-127,678
| -80% | -$1.8M | 0.42% | 65 |
|
|
2020
Q1 | $1.93M | Sell |
160,285
-13,194
| -8% | -$159K | 2.99% | 7 |
|
|
2019
Q4 | $2.59M | Buy |
+173,479
| New | +$2.59M | 1.95% | 10 |
|