Amplius Wealth Advisors’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
Q2 | $276K | Buy |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $163K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $147K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $194K | Hold |
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|
2021
Q4 | $213K | Buy |
|