Walter & Keenan Wealth Management’s Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund ETW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-15,000
| Closed | -$177K | – | 174 |
|
2018
Q2 | $177K | Hold |
15,000
| – | – | 0.08% | 167 |
|
2018
Q1 | $173K | Sell |
15,000
-5,000
| -25% | -$57.7K | 0.07% | 169 |
|
2017
Q4 | $238K | Hold |
20,000
| – | – | 0.1% | 154 |
|
2017
Q3 | $237K | Hold |
20,000
| – | – | 0.11% | 146 |
|
2017
Q2 | $228K | Hold |
20,000
| – | – | 0.11% | 141 |
|
2017
Q1 | $218K | Hold |
20,000
| – | – | 0.11% | 134 |
|
2016
Q4 | $201K | Buy |
20,000
+2,500
| +14% | +$25.1K | 0.11% | 137 |
|
2016
Q3 | $193K | Buy |
+17,500
| New | +$193K | 0.11% | 134 |
|