Frontier Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-208,720
| Closed | -$3.29M | – | 350 |
|
2020
Q1 | $3.29M | Buy |
208,720
+133,317
| +177% | +$2.1M | 0.54% | 55 |
|
2019
Q4 | $2.04M | Buy |
75,403
+36,567
| +94% | +$989K | 0.33% | 70 |
|
2019
Q3 | $1.24M | Buy |
+38,836
| New | +$1.24M | 0.18% | 114 |
|
2019
Q2 | – | Sell |
-10,490
| Closed | -$252K | – | 326 |
|
2019
Q1 | $252K | Buy |
+10,490
| New | +$252K | 0.03% | 303 |
|
2018
Q4 | – | Sell |
-12,615
| Closed | -$319K | – | 379 |
|
2018
Q3 | $319K | Buy |
12,615
+2,735
| +28% | +$69.2K | 0.03% | 294 |
|
2018
Q2 | $239K | Buy |
9,880
+1,770
| +22% | +$42.8K | 0.03% | 326 |
|
2018
Q1 | $203K | Buy |
+8,110
| New | +$203K | 0.03% | 361 |
|