Kingsview Wealth Management’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 | $465K | Buy |
22,217
+4
| +0% | +$84 | 0.01% | 794 |
|
|
2025
Q1 | $405K | Buy |
22,213
+495
| +2% | +$9.02K | 0.01% | 796 |
|
|
2024
Q4 | $396K | Buy |
21,718
+1,527
| +8% | +$27.8K | 0.01% | 813 |
|
|
2024
Q3 | $393K | Sell |
20,191
-2,400
| -11% | -$46.7K | 0.01% | 791 |
|
|
2024
Q2 | $420K | Sell |
22,591
-51
| -0.2% | -$949 | 0.01% | 742 |
|
|
2024
Q1 | $413K | Sell |
22,642
-10,354
| -31% | -$189K | 0.01% | 721 |
|
|
2023
Q4 | $564K | Sell |
32,996
-637
| -2% | -$10.9K | 0.02% | 608 |
|
|
2023
Q3 | $517K | Buy |
33,633
+5,986
| +22% | +$92.1K | 0.02% | 610 |
|
|
2023
Q2 | $462K | Hold |
27,647
| – | – | 0.02% | 618 |
|
|
2023
Q1 | $447K | Sell |
27,647
-7
| -0% | -$113 | 0.02% | 608 |
|
|
2022
Q4 | $418K | Sell |
27,654
-1,200
| -4% | -$18.1K | 0.02% | 560 |
|
|
2022
Q3 | $435K | Buy |
28,854
+165
| +0.6% | +$2.49K | 0.02% | 534 |
|
|
2022
Q2 | $462K | Buy |
28,689
+2,000
| +7% | +$32.2K | 0.02% | 555 |
|
|
2022
Q1 | $549K | Hold |
26,689
| – | – | 0.02% | 546 |
|
|
2021
Q4 | $607K | Sell |
26,689
-9
| -0% | -$205 | 0.03% | 518 |
|
|
2021
Q3 | $568K | Hold |
26,698
| – | – | 0.03% | 510 |
|
|
2021
Q2 | $560K | Sell |
26,698
-1,080
| -4% | -$22.7K | 0.03% | 531 |
|
|
2021
Q1 | $525K | Sell |
27,778
-600
| -2% | -$11.3K | 0.03% | 495 |
|
|
2020
Q4 | $518K | Hold |
28,378
| – | – | 0.04% | 437 |
|
|
2020
Q3 | $422K | Sell |
28,378
-3,100
| -10% | -$46.1K | 0.04% | 403 |
|
|
2020
Q2 | $450K | Sell |
31,478
-800
| -2% | -$11.4K | 0.05% | 351 |
|
|
2020
Q1 | $386K | Buy |
+32,278
| New | +$386K | 0.05% | 306 |
|