EP Wealth Advisors’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
$605K Buy
2025
Q1
Sell
2024
Q4
$111K Buy
2022
Q2
Sell
2022
Q1
$98K Buy
2018
Q1
Sell
2017
Q4
$188K Buy