Gary Goldberg Planning Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $18K | Hold |
1,900
| – | – | 0.01% | 305 |
|
|
2014
Q3 | $19K | Hold |
1,900
| – | – | 0.01% | 319 |
|
|
2014
Q2 | $20K | Hold |
1,900
| – | – | 0.01% | 298 |
|
|
2014
Q1 | $19K | Hold |
1,900
| – | – | 0.01% | 282 |
|
|
2013
Q4 | $19K | Sell |
1,900
-1,000
| -34% | -$10K | 0.01% | 254 |
|
|
2013
Q3 | $27K | Hold |
2,900
| – | – | 0.02% | 234 |
|
|
2013
Q2 | $27K | Buy |
+2,900
| New | +$27K | 0.02% | 226 |
|