HBK Sorce Advisory’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $216K | Sell |
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|
2025
Q2 | $248K | Buy |
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|
2025
Q1 | $190K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $99.2K | Buy |
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|
2023
Q1 | $81.6K | Sell |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $75K | Buy |
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