GWP
Gateway Wealth Partners’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 | $104K | Hold |
11,935
| – | – | 0.02% | 355 |
|
|
2025
Q1 | $97.2K | Sell |
11,935
-20
| -0.2% | -$163 | 0.02% | 309 |
|
|
2024
Q4 | $97.7K | Sell |
11,955
-1,369
| -10% | -$11.2K | 0.03% | 292 |
|
|
2024
Q3 | $116K | Sell |
13,324
-3,481
| -21% | -$30.4K | 0.03% | 272 |
|
|
2024
Q2 | $142K | Sell |
16,805
-13,959
| -45% | -$118K | 0.04% | 260 |
|
|
2024
Q1 | $251K | Sell |
30,764
-6,426
| -17% | -$52.4K | 0.09% | 194 |
|
|
2023
Q4 | $287K | Buy |
+37,190
| New | +$287K | 0.12% | 162 |
|