Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,118
| Closed | -$202K | – | 1883 |
|
|
2023
Q2 | $202K | Sell |
12,118
-364
| -3% | -$6.08K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $202K | Hold |
12,482
| – | – | ﹤0.01% | 1668 |
|
|
2022
Q4 | $188K | Sell |
12,482
-439
| -3% | -$6.63K | ﹤0.01% | 1618 |
|
|
2022
Q3 | $195K | Hold |
12,921
| – | – | ﹤0.01% | 1556 |
|
|
2022
Q2 | $208K | Sell |
12,921
-120
| -0.9% | -$1.93K | ﹤0.01% | 1405 |
|
|
2022
Q1 | $268K | Buy |
+13,041
| New | +$268K | ﹤0.01% | 1379 |
|