Laidlaw Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-51,983
Closed -$519K 398
2021
Q3
$519K Buy
51,983
+1,890
+4% +$18.9K 0.13% 148
2021
Q2
$511K Buy
50,093
+7,247
+17% +$73.9K 0.13% 145
2021
Q1
$398K Buy
42,846
+28,194
+192% +$262K 0.14% 143
2020
Q4
$128K Buy
+14,652
New +$128K 0.03% 342