Carson Wealth (CWM LLC)’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Hold |
286
| – | – | ﹤0.01% | 4387 |
|
|
2025
Q1 | $7K | Hold |
286
| – | – | ﹤0.01% | 4271 |
|
|
2024
Q4 | $7K | Hold |
286
| – | – | ﹤0.01% | 4038 |
|
|
2024
Q3 | $8K | Hold |
286
| – | – | ﹤0.01% | 3881 |
|
|
2024
Q2 | $7K | Buy |
+286
| New | +$7K | ﹤0.01% | 3705 |
|
|
2024
Q1 | – | Sell |
-840
| Closed | -$20K | – | 4426 |
|
|
2023
Q4 | $20K | Hold |
840
| – | – | ﹤0.01% | 2767 |
|
|
2023
Q3 | $18K | Buy |
840
+1
| +0.1% | +$21 | ﹤0.01% | 2739 |
|
|
2023
Q2 | $19K | Buy |
839
+684
| +441% | +$15.5K | ﹤0.01% | 2663 |
|
|
2023
Q1 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 3484 |
|