Koshinski Asset 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-11,200
| Closed | -$249K | – | 620 |
|
2023
Q1 | $249K | Hold |
11,200
| – | – | 0.02% | 471 |
|
2022
Q4 | $235K | Buy |
11,200
+253
| +2% | +$5.3K | 0.02% | 528 |
|
2022
Q3 | $222K | Buy |
10,947
+157
| +1% | +$3.18K | 0.03% | 475 |
|
2022
Q2 | $239K | Hold |
10,790
| – | – | 0.02% | 512 |
|
2022
Q1 | $325K | Buy |
10,790
+64
| +0.6% | +$1.93K | 0.03% | 467 |
|
2021
Q4 | $349K | Buy |
10,726
+180
| +2% | +$5.85K | 0.03% | 481 |
|
2021
Q3 | $318K | Buy |
+10,546
| New | +$318K | 0.03% | 493 |
|
2021
Q2 | – | Sell |
-10,226
| Closed | -$269K | – | 572 |
|
2021
Q1 | $269K | Buy |
10,226
+170
| +2% | +$4.47K | 0.03% | 503 |
|
2020
Q4 | $254K | Buy |
10,056
+56
| +0.6% | +$1.41K | 0.03% | 468 |
|
2020
Q3 | $219 | Buy |
+10,000
| New | +$219 | 0.03% | 463 |
|