Herold Advisors’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
Q2 | $399K | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $134K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $75.5K | Sell |
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|
2023
Q2 | $82.8K | Sell |
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|
2023
Q1 | $83.2K | Sell |
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|
2022
Q4 | $90.7K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $99.3K | Buy |
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|
2021
Q4 | $108K | Sell |
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|
2021
Q3 | $147K | Buy |
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