IFP Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08K | Buy |
291
+1
| +0.3% | +$21 | ﹤0.01% | 3234 |
|
|
2025
Q1 | $5.28K | Buy |
290
+263
| +974% | +$4.79K | ﹤0.01% | 2822 |
|
|
2024
Q4 | $492 | Hold |
27
| – | – | ﹤0.01% | 3423 |
|
|
2024
Q3 | $525 | Buy |
+27
| New | +$525 | ﹤0.01% | 3146 |
|
|
2023
Q1 | – | Sell |
-17,479
| Closed | -$296K | – | 3705 |
|
|
2022
Q4 | $296K | Buy |
17,479
+2,482
| +17% | +$42K | 0.01% | 1151 |
|
|
2022
Q3 | $254K | Buy |
14,997
+5,272
| +54% | +$89.3K | 0.01% | 1278 |
|
|
2022
Q2 | $164K | Hold |
9,725
| – | – | 0.01% | 1396 |
|
|
2022
Q1 | $164K | Buy |
+9,725
| New | +$164K | 0.01% | 1396 |
|
|
2019
Q1 | $14K | Sell |
900
-2,554
| -74% | -$39.7K | ﹤0.01% | 1462 |
|
|
2018
Q4 | $47K | Buy |
3,454
+1,350
| +64% | +$18.4K | ﹤0.01% | 1636 |
|
|
2018
Q3 | $38K | Buy |
2,104
+254
| +14% | +$4.59K | ﹤0.01% | 2029 |
|
|
2018
Q2 | $31K | Hold |
1,850
| – | – | ﹤0.01% | 2176 |
|
|
2018
Q1 | $32K | Hold |
1,850
| – | – | ﹤0.01% | 2066 |
|
|
2017
Q4 | $32K | Sell |
1,850
-1,490
| -45% | -$25.8K | ﹤0.01% | 2061 |
|
|
2017
Q3 | $57K | Hold |
3,340
| – | – | ﹤0.01% | 1898 |
|
|
2017
Q2 | $57K | Buy |
3,340
+250
| +8% | +$4.27K | ﹤0.01% | 1864 |
|
|
2017
Q1 | $48K | Hold |
3,090
| – | – | ﹤0.01% | 1935 |
|
|
2016
Q4 | $43K | Hold |
3,090
| – | – | ﹤0.01% | 1968 |
|
|
2016
Q3 | $46K | Hold |
3,090
| – | – | ﹤0.01% | 1857 |
|
|
2016
Q2 | $44K | Buy |
3,090
+2,190
| +243% | +$31.2K | ﹤0.01% | 1836 |
|
|
2016
Q1 | $14K | Sell |
900
-1,690
| -65% | -$26.3K | ﹤0.01% | 1462 |
|
|
2015
Q4 | $40K | Buy |
+2,590
| New | +$40K | ﹤0.01% | 1736 |
|