Badgley Phelps Wealth Managers’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
Q3 | – | Sell |
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|
2025
Q2 | $95.3K | Hold |
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|
2025
Q1 | $88.7K | Hold |
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|
2024
Q4 | $89K | Hold |
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|
2024
Q3 | $95K | Hold |
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|
2024
Q2 | $92.1K | Hold |
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|
2024
Q1 | $88.9K | Hold |
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|
2023
Q4 | $84.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $158K | Buy |
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