Institute for Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,011
| Closed | -$241K | – | 537 |
|
|
2022
Q1 | $241K | Hold |
8,011
| – | – | 0.04% | 472 |
|
|
2021
Q4 | $260K | Hold |
8,011
| – | – | 0.04% | 409 |
|
|
2021
Q3 | $241K | Hold |
8,011
| – | – | 0.04% | 419 |
|
|
2021
Q2 | $235K | Hold |
8,011
| – | – | 0.04% | 428 |
|
|
2021
Q1 | $210K | Hold |
8,011
| – | – | 0.04% | 434 |
|
|
2020
Q4 | $202K | Buy |
+8,011
| New | +$202K | 0.04% | 421 |
|
|
2020
Q1 | – | Sell |
-8,761
| Closed | -$227K | – | 451 |
|
|
2019
Q4 | $227K | Hold |
8,761
| – | – | 0.05% | 400 |
|
|
2019
Q3 | $222K | Hold |
8,761
| – | – | 0.06% | 377 |
|
|
2019
Q2 | $213K | Buy |
+8,761
| New | +$213K | 0.05% | 421 |
|
|
2018
Q1 | – | Sell |
-9,561
| Closed | -$246K | – | 295 |
|
|
2017
Q4 | $246K | Buy |
+9,561
| New | +$246K | 0.06% | 329 |
|
|
2017
Q3 | – | Sell |
-8,881
| Closed | -$218K | – | 287 |
|
|
2017
Q2 | $218K | Buy |
+8,881
| New | +$218K | 0.06% | 364 |
|