Carson Wealth (CWM LLC)’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
2026 Q1	$45.9K	Buy	5,301 +4,314	+437%	+$40.5K	﹤0.01%	3881
2025 Q4	$9K	Buy	+987	New	+$9.08K	﹤0.01%	4596
2022 Q3	–	Sell	-468	Closed	-$4K	–	3984
2022 Q2	$4K	Buy	468 +233	+99%	+$2.01K	﹤0.01%	3074
2022 Q1	$2K	Sell	235 -21,561	-99%	-$209K	﹤0.01%	3163
2021 Q4	$233K	Buy	+21,796	New	+$227K	﹤0.01%	961
2021 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2021 Q1	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q4	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q3	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2020 Q1	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q4	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q3	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q2	$37K	Hold	3,620	–	–	﹤0.01%	1528
2019 Q1	$37K	Sell	3,620 -149,200	-98%	-$1.18M	﹤0.01%	1528
2018 Q4	$1.14M	Buy	152,820 +152,470	+43,563%	+$1.3M	0.03%	366
2018 Q3	$3K	Buy	+350	New	+$3.35K	﹤0.01%	1451