V Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-13,595
| Closed | -$174K | – | 187 |
|
2023
Q2 | $174K | Hold |
13,595
| – | – | 0.03% | 371 |
|
2023
Q1 | $172K | Sell |
13,595
-320
| -2% | -$4.04K | 0.03% | 367 |
|
2022
Q4 | $171K | Hold |
13,915
| – | – | 0.04% | 351 |
|
2022
Q3 | $183K | Hold |
13,915
| – | – | 0.04% | 354 |
|
2022
Q2 | $188K | Hold |
13,915
| – | – | 0.04% | 391 |
|
2022
Q1 | $218K | Hold |
13,915
| – | – | 0.03% | 411 |
|
2021
Q4 | $233K | Buy |
13,915
+400
| +3% | +$6.7K | 0.03% | 406 |
|
2021
Q3 | $216K | Hold |
13,515
| – | – | 0.03% | 422 |
|
2021
Q2 | $220K | Buy |
13,515
+1,400
| +12% | +$22.8K | 0.04% | 434 |
|
2021
Q1 | $188K | Hold |
12,115
| – | – | 0.03% | 410 |
|
2020
Q4 | $186K | Buy |
+12,115
| New | +$186K | 0.04% | 370 |
|
2017
Q3 | – | Sell |
-5,615
| Closed | -$86K | – | 362 |
|
2017
Q2 | $86K | Buy |
+5,615
| New | +$86K | 0.04% | 255 |
|