Caldwell Trust’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 | $61.4K | Hold |
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|
2025
Q2 | $59.1K | Hold |
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|
2025
Q1 | $54.9K | Hold |
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|
2024
Q4 | $55.1K | Hold |
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|
2024
Q3 | $58.9K | Hold |
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|
2024
Q2 | $57K | Hold |
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|
2024
Q1 | $55.1K | Sell |
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|
2023
Q4 | $71.4K | Hold |
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|
2023
Q3 | $68.2K | Hold |
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|
2023
Q2 | $73.2K | Buy |
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|
2023
Q1 | $39K | Hold |
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|
2022
Q4 | $37.7K | Hold |
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|
2022
Q3 | $36.2K | Hold |
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|
2022
Q2 | $38.5K | Hold |
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|
2022
Q1 | $48.5K | Hold |
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|
2021
Q4 | $53.3K | Hold |
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|
2021
Q3 | $49.9K | Buy |
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