9258 Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $90.9K | Hold |
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|
2024
Q2 | $88.1K | Hold |
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|
2024
Q1 | $85.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $77.9K | Hold |
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|
2023
Q2 | $83.7K | Hold |
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|
2023
Q1 | $82.6K | Hold |
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|
2022
Q4 | $79.8K | Hold |
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|
2022
Q3 | $77K | Sell |
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|
2022
Q2 | $103K | Hold |
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|
2022
Q1 | $130K | Sell |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $143K | Sell |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $147K | Sell |
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|
2020
Q4 | $148K | Hold |
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|
2020
Q3 | $120K | Sell |
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|
2020
Q2 | $140K | Buy |
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|
2020
Q1 | $126K | Buy |
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|
2019
Q4 | $167K | Buy |
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|
2019
Q3 | $156K | Buy |
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|
2019
Q2 | $157K | Sell |
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|
2019
Q1 | $193K | Buy |
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|
2018
Q4 | $176K | Buy |
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