Edge Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,661
| Closed | -$15K | – | 561 |
|
|
2017
Q4 | $15K | Buy |
+1,661
| New | +$15K | ﹤0.01% | 336 |
|
|
2014
Q4 | – | Sell |
-160
| Closed | -$2K | – | 415 |
|
|
2014
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 375 |
|
|
2014
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 352 |
|
|
2014
Q1 | $2K | Hold |
160
| – | – | ﹤0.01% | 363 |
|
|
2013
Q4 | $2K | Hold |
160
| – | – | ﹤0.01% | 321 |
|
|
2013
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 297 |
|
|
2013
Q2 | $2K | Buy |
+160
| New | +$2K | ﹤0.01% | 283 |
|