Geneos 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
Q3 | – | Sell |
-330
| Closed | -$6K | – | 2651 |
|
|
2020
Q2 | $6K | Hold |
330
| – | – | ﹤0.01% | 2077 |
|
|
2020
Q1 | $5K | Hold |
330
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q4 | $8K | Hold |
330
| – | – | ﹤0.01% | 2043 |
|
|
2019
Q3 | $8K | Hold |
330
| – | – | ﹤0.01% | 1957 |
|
|
2019
Q2 | $8K | Hold |
330
| – | – | ﹤0.01% | 1969 |
|
|
2019
Q1 | $7K | Hold |
330
| – | – | ﹤0.01% | 1941 |
|
|
2018
Q4 | $6K | Hold |
330
| – | – | ﹤0.01% | 1920 |
|
|
2018
Q3 | $8K | Hold |
330
| – | – | ﹤0.01% | 1913 |
|
|
2018
Q2 | $7K | Hold |
330
| – | – | ﹤0.01% | 1821 |
|
|
2018
Q1 | $8K | Sell |
330
-130
| -28% | -$3.15K | ﹤0.01% | 1713 |
|
|
2017
Q4 | $11K | Hold |
460
| – | – | ﹤0.01% | 1598 |
|
|
2017
Q3 | $11K | Hold |
460
| – | – | ﹤0.01% | 1540 |
|
|
2017
Q2 | $11K | Hold |
460
| – | – | ﹤0.01% | 1495 |
|
|
2017
Q1 | $10K | Hold |
460
| – | – | ﹤0.01% | 1474 |
|
|
2016
Q4 | $9K | Buy |
+460
| New | +$9K | ﹤0.01% | 1451 |
|