United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,995
| Closed | -$166K | – | 1193 |
|
|
2020
Q3 | $166K | Buy |
11,995
+1,483
| +14% | +$20.5K | ﹤0.01% | 1085 |
|
|
2020
Q2 | $148K | Hold |
10,512
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q1 | $127K | Sell |
10,512
-665
| -6% | -$8.03K | ﹤0.01% | 1103 |
|
|
2019
Q4 | $167K | Sell |
11,177
-3,863
| -26% | -$57.7K | ﹤0.01% | 1288 |
|
|
2019
Q3 | $220K | Buy |
15,040
+10
| +0.1% | +$146 | ﹤0.01% | 1151 |
|
|
2019
Q2 | $226K | Buy |
+15,030
| New | +$226K | ﹤0.01% | 1309 |
|