LWM
ETG

Laidlaw Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Laidlaw Wealth Management’s Portfolio ETG Stock Details ETG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28,310
Closed -$602K – 396
2021
Q3 		$602K Buy
28,310
+26
+0.1% +$553 0.15% 133
2021
Q2 		$594K Buy
28,284
+3,542
+14% +$74.4K 0.15% 131
2021
Q1 		$472K Buy
+24,742
New +$472K 0.16% 128