Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$4K | – | 639 |
|
|
2022
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $4K | Hold |
500
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 456 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$2K | – | 399 |
|
|
2018
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 344 |
|
|
2018
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 345 |
|
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 330 |
|
|
2017
Q4 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 325 |
|