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ForthRight Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

ForthRight Wealth Management’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,250
Closed -$11K – 77
2020
Q4 		$11K Buy
+1,250
New +$10.1K 0.01% 118

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RJFSA
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FAM
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AAM
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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ForthRight Wealth Management's EXG Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2021, closing a stake of 1,250 shares — an estimated $11K sold.

ForthRight Wealth Management first reported a position in EXG in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 185 funds tracked by Wall St. Rank hold EXG as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,250 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2021, an estimated $11K.
  • ForthRight Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $11K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.