Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $442K | Sell |
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|
2025
Q4 | $511K | Buy |
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|
2025
Q3 | $487K | Sell |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $134K | Buy |
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|
2020
Q4 | $93.8K | Buy |
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