Heritage Wealth Management (Ohio)’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$183K	Hold
2025 Q2	$176K	Sell
2025 Q1	$194K	Buy
2024 Q4	–	Sell
2024 Q3	$208K	Hold
2024 Q2	$204K	Buy