Integrated Wealth Concepts’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 | $1.9M | Buy |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $809K | Sell |
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|
2024
Q3 | $926K | Buy |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $894K | Buy |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $912K | Buy |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $134K | Hold |
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|
2021
Q3 | $126K | Sell |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $109K | Hold |
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|
2020
Q3 | $91K | Buy |
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