Concert Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-9,621
| Closed | -$206K | – | 589 |
|
|
2016
Q3 | $206K | Buy |
+9,621
| New | +$206K | 0.03% | 633 |
|
|
2016
Q2 | – | Sell |
-9,471
| Closed | -$200K | – | 683 |
|
|
2016
Q1 | $200K | Buy |
+9,471
| New | +$200K | 0.03% | 592 |
|
|
2015
Q3 | – | Sell |
-9,471
| Closed | -$226K | – | 707 |
|
|
2015
Q2 | $226K | Sell |
9,471
-75
| -0.8% | -$1.79K | 0.03% | 595 |
|
|
2015
Q1 | $208K | Hold |
9,546
| – | – | 0.06% | 385 |
|
|
2014
Q4 | $231K | Buy |
9,546
+713
| +8% | +$17.3K | 0.04% | 540 |
|
|
2014
Q3 | $217K | Sell |
8,833
-308
| -3% | -$7.57K | 0.03% | 476 |
|
|
2014
Q2 | $225K | Sell |
9,141
-100
| -1% | -$2.46K | 0.03% | 486 |
|
|
2014
Q1 | $222K | Hold |
9,241
| – | – | 0.03% | 479 |
|
|
2013
Q4 | $224K | Hold |
9,241
| – | – | 0.03% | 465 |
|
|
2013
Q3 | $211K | Hold |
9,241
| – | – | 0.03% | 472 |
|
|
2013
Q2 | $205K | Buy |
+9,241
| New | +$205K | 0.03% | 450 |
|