Cornerstone Wealth Management, LLC Eaton Vance Tax Managed Buy Write Strategy Fund Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 16, 2020	SELL	$7.45 - $9.24 $80,705 - $100,096	-10,833 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$6.16 - $10.53 $12,615 - $21,565	-2,048 Reduced 15.9%	10,833 $83,000
Q4 2019 Feb 20, 2020	BUY	$9.41 - $10.36 $20,636 - $22,719	2,193 Added 20.52%	12,881 $132,000
Q3 2019 Oct 29, 2019	BUY	$9.35 - $9.72 $99,932 - $103,887	10,688 New	10,688 $102,000

Others Institutions Holding EXD

# of Institutions

1

Shares Held

2.45K

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

2.45K
Shares

$0
0.0% of portfolio

About Eaton Vance Tax-Managed Buy-Write Strategy Fund

Ticker EXD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Buy-Write Strategy Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund is co-managed by Parametric Risk Advisors, LLC. It invests in equity markets. The fund invests directly and through derivatives such as options in stocks of companies. It seeks to benchmark the performance...

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