OBWG
Onyx Bridge Wealth Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,600
| Closed | -$106K | – | 242 |
|
|
2023
Q1 | $106K | Hold |
13,600
| – | – | 0.04% | 173 |
|
|
2022
Q4 | $105K | Hold |
13,600
| – | – | 0.04% | 172 |
|
|
2022
Q3 | $98K | Hold |
13,600
| – | – | 0.04% | 159 |
|
|
2022
Q2 | $112K | Sell |
13,600
-1,250
| -8% | -$10.3K | 0.05% | 153 |
|
|
2022
Q1 | $133K | Hold |
14,850
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $159K | Hold |
14,850
| – | – | 0.05% | 156 |
|
|
2021
Q3 | $156K | Buy |
+14,850
| New | +$156K | 0.06% | 143 |
|