WESPAC Advisors SoCal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,253
| Closed | -$48K | – | 156 |
|
|
2019
Q1 | $48K | Hold |
3,253
| – | – | 0.03% | 120 |
|
|
2018
Q4 | $43K | Hold |
3,253
| – | – | 0.03% | 129 |
|
|
2018
Q3 | $52K | Buy |
+3,253
| New | +$52K | 0.03% | 127 |
|
|
2018
Q2 | – | Sell |
-3,253
| Closed | -$48K | – | 137 |
|
|
2018
Q1 | $48K | Hold |
3,253
| – | – | 0.03% | 117 |
|
|
2017
Q4 | $50K | Hold |
3,253
| – | – | 0.03% | 118 |
|
|
2017
Q3 | $49K | Hold |
3,253
| – | – | 0.03% | 126 |
|
|
2017
Q2 | $49K | Hold |
3,253
| – | – | 0.03% | 122 |
|
|
2017
Q1 | $49.5K | Buy |
+3,253
| New | +$49.5K | 0.03% | 119 |
|
|
2016
Q4 | – | Sell |
-3,253
| Closed | -$49.1K | – | 265 |
|
|
2016
Q3 | $49.1K | Hold |
3,253
| – | – | 0.03% | 116 |
|
|
2016
Q2 | $48.1K | Hold |
3,253
| – | – | 0.03% | 120 |
|
|
2016
Q1 | $47.8K | Hold |
3,253
| – | – | 0.04% | 116 |
|
|
2015
Q4 | $49K | Buy |
+3,253
| New | +$49K | 0.03% | 124 |
|