Arkadios 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 Q4	–	Sell	-47,060	Closed	-$428K	–	1594
2025 Q3	$428K	Hold	47,060	–	–	0.01%	1003
2025 Q2	$412K	Hold	47,060	–	–	0.01%	930
2025 Q1	$383K	Hold	47,060	–	–	0.01%	808
2024 Q4	$384K	Buy	+47,060	New	+$397K	0.02%	641
2024 Q2	–	Sell	-28,684	Closed	-$234K	–	877
2024 Q1	$234K	Buy	28,684 +31	+0.1%	+$245	0.02%	610
2023 Q4	$221K	Buy	28,653 +34	+0.1%	+$253	0.02%	621
2023 Q3	$211K	Sell	28,619 -969	-3%	-$7.55K	0.02%	603
2023 Q2	$234K	Buy	29,588 +30	+0.1%	+$235	0.03%	516
2023 Q1	$231K	Buy	29,558 +30	+0.1%	+$232	0.03%	523
2022 Q4	$223K	Sell	29,528 -7,100	-19%	-$54.4K	0.03%	492
2022 Q3	$266K	Sell	36,628 -1,786	-5%	-$14.9K	0.04%	410
2022 Q2	$296K	Buy	38,414 +758	+2%	+$6.54K	0.04%	400
2022 Q1	$366K	Sell	37,656 -67,955	-64%	-$658K	0.05%	382
2021 Q4	$1.13M	Buy	105,611 +21,704	+26%	+$226K	0.15%	162
2021 Q3	$838K	Sell	83,907 -8,765	-9%	-$91.4K	0.12%	191
2021 Q2	$945K	Buy	92,672 +76,114	+460%	+$750K	0.12%	209
2021 Q1	$153K	Buy	16,558 +1,644	+11%	+$14.8K	0.03%	451
2020 Q4	$130K	Buy	+14,914	New	+$121K	0.03%	391
2020 Q1	–	Sell	-297	Closed	-$2.71K	–	1235
2019 Q4	$2.71K	Buy	+297	New	+$2.53K	﹤0.01%	787