Morey & Quinn Wealth Partners’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
$912K Buy
104,187
+10,415
+11% +$91.1K 0.73% 34
2025
Q1
$763K Buy
93,772
+5,400
+6% +$44K 0.63% 37
2024
Q4
$722K Buy
+88,372
New +$722K 0.61% 37