Dakota Wealth Management’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
Q2 | $521K | Sell |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $656K | Buy |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $579K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $1.05M | Sell |
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|
2020
Q1 | $911K | Buy |
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