EWA
EP Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
+69,090
| New | +$605K | ﹤0.01% | 713 |
|
|
2025
Q1 | – | Sell |
-13,633
| Closed | -$111K | – | 1315 |
|
|
2024
Q4 | $111K | Buy |
+13,633
| New | +$111K | ﹤0.01% | 1187 |
|
|
2022
Q2 | – | Sell |
-10,057
| Closed | -$98K | – | 654 |
|
|
2022
Q1 | $98K | Buy |
+10,057
| New | +$98K | ﹤0.01% | 629 |
|
|
2018
Q1 | – | Sell |
-20,000
| Closed | -$188K | – | 210 |
|
|
2017
Q4 | $188K | Buy |
+20,000
| New | +$188K | 0.02% | 192 |
|