TCWA
ETV
Turtle Creek Wealth Advisors’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $142K | Sell |
10,270
-5,584
| -35% | -$77.5K | 0.02% | 268 |
|
2025
Q1 | $209K | Hold |
15,854
| – | – | 0.03% | 113 |
|
2024
Q4 | $228K | Hold |
15,854
| – | – | 0.05% | 75 |
|
2024
Q3 | $219K | Hold |
15,854
| – | – | 0.04% | 168 |
|
2024
Q2 | $217K | Sell |
15,854
-1,085
| -6% | -$14.8K | 0.05% | 146 |
|
2024
Q1 | $219K | Sell |
16,939
-4,082
| -19% | -$52.8K | 0.05% | 141 |
|
2023
Q4 | $259K | Buy |
+21,021
| New | +$259K | 0.08% | 127 |
|