Accel Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+9,672
| New | +$203K | 0.07% | 253 |
|
|
2023
Q2 | – | Sell |
-8,499
| Closed | -$137K | – | 383 |
|
|
2023
Q1 | $137K | Buy |
8,499
+2,738
| +48% | +$44.2K | 0.06% | 273 |
|
|
2022
Q4 | $87K | Buy |
5,761
+19
| +0.3% | +$287 | 0.04% | 263 |
|
|
2022
Q3 | $88K | Buy |
5,742
+11
| +0.2% | +$169 | 0.05% | 265 |
|
|
2022
Q2 | $92K | Buy |
5,731
+18
| +0.3% | +$289 | 0.05% | 249 |
|
|
2022
Q1 | $118K | Buy |
5,713
+1,352
| +31% | +$27.9K | 0.06% | 235 |
|
|
2021
Q4 | $99K | Sell |
4,361
-317
| -7% | -$7.2K | 0.05% | 259 |
|
|
2021
Q3 | $100K | Buy |
4,678
+640
| +16% | +$13.7K | 0.06% | 219 |
|
|
2021
Q2 | $85K | Hold |
4,038
| – | – | 0.06% | 255 |
|
|
2021
Q1 | $77K | Buy |
4,038
+4
| +0.1% | +$76 | 0.06% | 250 |
|
|
2020
Q4 | $74K | Buy |
+4,034
| New | +$74K | 0.07% | 240 |
|