BPWA
ETG

Beacon Pointe Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$2.6M Hold
144,450
– – 0.48% 47
2019
Q3 		$2.38M Buy
144,450
+102,800
+247% +$1.69M 0.5% 42
2019
Q2 		$668K Buy
41,650
+6,650
+19% +$107K 0.14% 132
2019
Q1 		$544K Sell
35,000
-5,000
-13% -$77.7K 0.12% 139
2018
Q4 		$541K Buy
+40,000
New +$541K 0.2% 123