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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3K | Hold |
10,896
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $88.7K | Hold |
10,896
| – | – | ﹤0.01% | 296 |
|
|
2024
Q4 | $89K | Hold |
10,896
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $95K | Hold |
10,896
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $92.1K | Hold |
10,896
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $88.9K | Hold |
10,896
| – | – | ﹤0.01% | 250 |
|
|
2023
Q4 | $84.1K | Buy |
+10,896
| New | +$84.1K | ﹤0.01% | 241 |
|
|
2022
Q1 | – | Sell |
-15,796
| Closed | -$169K | – | 217 |
|
|
2021
Q4 | $169K | Hold |
15,796
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $158K | Buy |
+15,796
| New | +$158K | 0.01% | 205 |
|