AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $102K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $90K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $153K | Buy |
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|
2019
Q2 | $89K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $98K | Hold |
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|
2017
Q4 | $100K | Sell |
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|
2017
Q3 | $640K | Sell |
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|
2017
Q2 | $638K | Buy |
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