Leo Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Hold |
88,886
| – | – | 0.06% | 189 |
|
|
2025
Q1 | $724K | Hold |
88,886
| – | – | 0.1% | 150 |
|
|
2024
Q4 | $726K | Hold |
88,886
| – | – | 0.07% | 190 |
|
|
2024
Q3 | $775K | Hold |
88,886
| – | – | 0.07% | 177 |
|
|
2024
Q2 | $751K | Hold |
88,886
| – | – | 0.08% | 176 |
|
|
2024
Q1 | $725K | Hold |
88,886
| – | – | 0.07% | 176 |
|
|
2023
Q4 | $686K | Buy |
+88,886
| New | +$686K | 0.07% | 171 |
|