Merit Financial Group’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
Q3 | $545K | Sell |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $467K | Buy |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $405K | Sell |
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|
2023
Q2 | $473K | Buy |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $441K | Sell |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $669K | Buy |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $88K | Sell |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $114K | Buy |
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