Wealth Effects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
37,219
-235
| -0.6% | -$3.26K | 0.19% | 97 |
|
|
2025
Q1 | $495K | Sell |
37,454
-790
| -2% | -$10.4K | 0.21% | 97 |
|
|
2024
Q4 | $551K | Sell |
38,244
-2,936
| -7% | -$42.3K | 0.2% | 96 |
|
|
2024
Q3 | $568K | Sell |
41,180
-1,761
| -4% | -$24.3K | 0.2% | 95 |
|
|
2024
Q2 | $587K | Sell |
42,941
-85
| -0.2% | -$1.16K | 0.21% | 89 |
|
|
2024
Q1 | $556K | Sell |
43,026
-986
| -2% | -$12.7K | 0.21% | 98 |
|
|
2023
Q4 | $543K | Sell |
44,012
-2,391
| -5% | -$29.5K | 0.2% | 102 |
|
|
2023
Q3 | $555K | Buy |
46,403
+13
| +0% | +$156 | 0.27% | 83 |
|
|
2023
Q2 | $593K | Buy |
46,390
+113
| +0.2% | +$1.44K | 0.26% | 86 |
|
|
2023
Q1 | $584K | Buy |
46,277
+963
| +2% | +$12.2K | 0.3% | 75 |
|
|
2022
Q4 | $556K | Buy |
45,314
+3,969
| +10% | +$48.7K | 0.32% | 74 |
|
|
2022
Q3 | $544K | Buy |
41,345
+13
| +0% | +$171 | 0.33% | 71 |
|
|
2022
Q2 | $558K | Buy |
41,332
+1,713
| +4% | +$23.1K | 0.34% | 69 |
|
|
2022
Q1 | $619K | Sell |
39,619
-10
| -0% | -$156 | 0.29% | 71 |
|
|
2021
Q4 | $663K | Buy |
+39,629
| New | +$663K | 0.28% | 77 |
|