Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,585
| Closed | -$56K | – | 837 |
|
|
2021
Q1 | $56K | Hold |
3,585
| – | – | ﹤0.01% | 791 |
|
|
2020
Q4 | $55K | Hold |
3,585
| – | – | ﹤0.01% | 721 |
|
|
2020
Q3 | $50K | Hold |
3,585
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $51K | Buy |
3,585
+840
| +31% | +$12K | ﹤0.01% | 686 |
|
|
2020
Q1 | $35K | Hold |
2,745
| – | – | ﹤0.01% | 691 |
|
|
2019
Q4 | $41K | Hold |
2,745
| – | – | ﹤0.01% | 707 |
|
|
2019
Q3 | $40K | Hold |
2,745
| – | – | ﹤0.01% | 665 |
|
|
2019
Q2 | $41K | Hold |
2,745
| – | – | ﹤0.01% | 659 |
|
|
2019
Q1 | $41K | Hold |
2,745
| – | – | 0.01% | 603 |
|
|
2018
Q4 | $37K | Hold |
2,745
| – | – | 0.01% | 558 |
|
|
2018
Q3 | $40K | Hold |
2,745
| – | – | 0.01% | 585 |
|
|
2018
Q2 | $44K | Hold |
2,745
| – | – | 0.01% | 555 |
|
|
2018
Q1 | $41K | Hold |
2,745
| – | – | 0.01% | 526 |
|
|
2017
Q4 | $42K | Hold |
2,745
| – | – | 0.01% | 502 |
|
|
2017
Q3 | $42K | Buy |
+2,745
| New | +$42K | 0.01% | 425 |
|