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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $233K | Buy |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $37K | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $3K | Buy |
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