FAM
ETO
Formidable Asset Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Hold |
61,098
| – | – | 0.25% | 75 |
|
2025
Q1 | $1.5M | Sell |
61,098
-7,384
| -11% | -$181K | 0.25% | 75 |
|
2024
Q4 | $1.73M | Sell |
68,482
-2,000
| -3% | -$50.5K | 0.28% | 69 |
|
2024
Q3 | $1.87M | Sell |
70,482
-2,836
| -4% | -$75.3K | 0.3% | 70 |
|
2024
Q2 | $1.87M | Sell |
73,318
-1,875
| -2% | -$47.8K | 0.3% | 64 |
|
2024
Q1 | $1.88M | Sell |
75,193
-2,467
| -3% | -$61.6K | 0.31% | 67 |
|
2023
Q4 | $1.84M | Sell |
77,660
-2,737
| -3% | -$64.7K | 0.38% | 48 |
|
2023
Q3 | $1.72M | Sell |
80,397
-1,150
| -1% | -$24.6K | 0.38% | 49 |
|
2023
Q2 | $1.87M | Sell |
81,547
-453
| -0.6% | -$10.4K | 0.41% | 42 |
|
2023
Q1 | $1.83M | Sell |
82,000
-4,843
| -6% | -$108K | 0.39% | 41 |
|
2022
Q4 | $1.82M | Sell |
86,843
-3,000
| -3% | -$62.8K | 0.41% | 37 |
|
2022
Q3 | $1.99M | Sell |
89,843
-2,175
| -2% | -$48.3K | 0.46% | 35 |
|
2022
Q2 | $2.05M | Hold |
92,018
| – | – | 0.46% | 34 |
|
2022
Q1 | $2.77M | Buy |
92,018
+81,768
| +798% | +$2.46M | 0.53% | 30 |
|
2021
Q4 | $333K | Sell |
10,250
-82,168
| -89% | -$2.67M | 0.06% | 240 |
|
2021
Q3 | $2.79M | Sell |
92,418
-2,250
| -2% | -$67.8K | 0.52% | 32 |
|
2021
Q2 | $2.79M | Sell |
94,668
-2,200
| -2% | -$64.9K | 0.6% | 31 |
|
2021
Q1 | $2.56M | Hold |
96,868
| – | – | 0.56% | 36 |
|
2020
Q4 | $2.42M | Buy |
+96,868
| New | +$2.42M | 0.56% | 34 |
|
2020
Q3 | – | Sell |
-96,868
| Closed | -$2.05M | – | 276 |
|
2020
Q2 | $2.05M | Sell |
96,868
-13,350
| -12% | -$282K | 0.6% | 28 |
|
2020
Q1 | $1.96M | Buy |
+110,218
| New | +$1.96M | 0.77% | 20 |
|
2019
Q4 | – | Sell |
-22,693
| Closed | -$581K | – | 241 |
|
2019
Q3 | $581K | Buy |
+22,693
| New | +$581K | 0.54% | 32 |
|
2016
Q2 | – | Sell |
-300
| Closed | -$6K | – | 243 |
|
2016
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 389 |
|
2015
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
2015
Q3 | $6K | Sell |
300
-1,250
| -81% | -$25K | ﹤0.01% | 474 |
|
2015
Q2 | $36K | Hold |
1,550
| – | – | 0.02% | 242 |
|
2015
Q1 | $38K | Buy |
1,550
+1,250
| +417% | +$30.6K | 0.03% | 232 |
|
2014
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 369 |
|
2014
Q3 | $8K | Hold |
300
| – | – | 0.01% | 355 |
|
2014
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 379 |
|
2014
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 353 |
|
2013
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 374 |
|
2013
Q3 | $7K | Buy |
+300
| New | +$7K | 0.01% | 333 |
|