Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,533
| Closed | -$22K | – | 245 |
|
|
2020
Q4 | $22K | Hold |
2,533
| – | – | 0.01% | 162 |
|
|
2020
Q3 | $19K | Hold |
2,533
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $18K | Hold |
2,533
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $16K | Hold |
2,533
| – | – | 0.02% | 157 |
|
|
2019
Q4 | $22K | Hold |
2,533
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $21K | Hold |
2,533
| – | – | 0.03% | 152 |
|
|
2019
Q2 | $20K | Hold |
2,533
| – | – | 0.03% | 150 |
|
|
2019
Q1 | $21K | Buy |
+2,533
| New | +$21K | 0.02% | 150 |
|