Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,555
| Closed | -$34.9K | – | 482 |
|
2024
Q2 | $34.9K | Hold |
2,555
| – | – | 0.01% | 421 |
|
2024
Q1 | $33K | Sell |
2,555
-500
| -16% | -$6.47K | 0.01% | 427 |
|
2023
Q4 | $37.7K | Sell |
3,055
-265
| -8% | -$3.27K | 0.02% | 398 |
|
2023
Q3 | $40K | Sell |
3,320
-280
| -8% | -$3.37K | 0.02% | 366 |
|
2023
Q2 | $46K | Buy |
+3,600
| New | +$46K | 0.03% | 350 |
|
2022
Q4 | $48K | Sell |
3,900
-200
| -5% | -$2.46K | 0.03% | 326 |
|
2022
Q3 | $54K | Sell |
4,100
-3,040
| -43% | -$40K | 0.04% | 290 |
|
2022
Q2 | $96K | Hold |
7,140
| – | – | 0.06% | 241 |
|
2022
Q1 | $112K | Hold |
7,140
| – | – | 0.06% | 239 |
|
2021
Q4 | $120K | Buy |
+7,140
| New | +$120K | 0.06% | 243 |
|