Carson Wealth (CWM LLC)’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12K | Hold |
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|
2025
Q2 | $12K | Sell |
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|
2025
Q1 | $10K | Buy |
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|
2024
Q4 | $0 | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8K | Hold |
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|
2023
Q2 | $8K | Hold |
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|
2023
Q1 | $8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $118K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $36K | Buy |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Buy |
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