Baldwin Wealth Partners’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
2024 Q4	–	Sell	-8,000	Closed	-$69.8K	–	500
2024 Q3	$69.8K	Hold	8,000	–	–	﹤0.01%	477
2024 Q2	$67.6K	Hold	8,000	–	–	0.01%	302
2024 Q1	$65.3K	Sell	8,000 -2,000	-20%	-$16.3K	﹤0.01%	327
2023 Q4	$77.2K	Hold	10,000	–	–	0.01%	309
2023 Q3	$73.7K	Hold	10,000	–	–	0.01%	345
2023 Q2	$79.2K	Hold	10,000	–	–	0.01%	349
2023 Q1	$78.1K	Hold	10,000	–	–	0.01%	354
2022 Q4	$75.5K	Hold	10,000	–	–	0.01%	350
2022 Q3	$73K	Hold	10,000	–	–	0.01%	274
2022 Q2	$77K	Hold	10,000	–	–	0.01%	281
2022 Q1	$97K	Hold	10,000	–	–	0.01%	274
2021 Q4	$107K	Hold	10,000	–	–	0.01%	253
2021 Q3	$100K	Hold	10,000	–	–	0.01%	258
2021 Q2	$102K	Hold	10,000	–	–	0.01%	267
2021 Q1	$93K	Hold	10,000	–	–	0.01%	266
2020 Q4	$88K	Hold	10,000	–	–	0.01%	259
2020 Q3	$74K	Hold	10,000	–	–	0.01%	255
2020 Q2	$74K	Hold	10,000	–	–	0.01%	253
2020 Q1	$64K	Hold	10,000	–	–	0.01%	247
2019 Q4	$88K	Hold	10,000	–	–	0.01%	252
2019 Q3	$82K	Hold	10,000	–	–	0.01%	251
2019 Q2	$83K	Hold	10,000	–	–	0.01%	260
2019 Q1	$81K	Hold	10,000	–	–	0.01%	257
2018 Q4	$75K	Hold	10,000	–	–	0.01%	249
2018 Q3	$95K	Hold	10,000	–	–	0.01%	256
2018 Q2	$93K	Hold	10,000	–	–	0.01%	261
2018 Q1	$91K	Hold	10,000	–	–	0.01%	245
2017 Q4	$94K	Hold	10,000	–	–	0.01%	250
2017 Q3	$94K	Hold	10,000	–	–	0.02%	240
2017 Q2	$92K	Hold	10,000	–	–	0.01%	245
2017 Q1	$85K	Hold	10,000	–	–	0.01%	253
2016 Q4	$80K	Hold	10,000	–	–	0.01%	254
2016 Q3	$87K	Buy	10,000 +2,000	+25%	+$17.4K	0.02%	250
2016 Q2	$68K	Hold	8,000	–	–	0.01%	245
2016 Q1	$70K	Buy	+8,000	New	+$70K	0.01%	269