Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $162K | Sell |
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|
2016
Q4 | $170K | Sell |
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|
2016
Q3 | $181K | Sell |
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|
2016
Q2 | $184K | Buy |
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|
2016
Q1 | $175K | Hold |
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|
2015
Q4 | $189K | Sell |
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|
2015
Q3 | $198K | Buy |
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|
2015
Q2 | $225K | Sell |
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|
2015
Q1 | $213K | Buy |
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|
2014
Q4 | $221K | Buy |
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|
2014
Q3 | $205K | Sell |
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|
2014
Q2 | $203K | Hold |
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|
2014
Q1 | $203K | Sell |
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|
2013
Q4 | $209K | Hold |
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|
2013
Q3 | $189K | Sell |
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|
2013
Q2 | $212K | Buy |
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