Marks Group Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Hold |
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2025
Q1 | $1.88M | Hold |
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|
2024
Q4 | $1.88M | Hold |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.82M | Hold |
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|
2023
Q4 | $1.72M | Hold |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.77M | Hold |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $2.48M | Sell |
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|
2021
Q3 | $2.32M | Hold |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $2.05M | Sell |
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|
2020
Q3 | $1.72M | Hold |
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|
2020
Q2 | $1.72M | Hold |
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|
2020
Q1 | $1.49M | Hold |
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|
2019
Q4 | $2.05M | Buy |
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