Patriot Financial Group Insurance Agency’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,574
| Closed | -$363K | – | 681 |
|
|
2018
Q1 | $363K | Buy |
14,574
+1,859
| +15% | +$46.3K | 0.27% | 79 |
|
|
2017
Q4 | $327K | Sell |
12,715
-2,491
| -16% | -$64.1K | 0.24% | 84 |
|
|
2017
Q3 | $378K | Sell |
15,206
-644
| -4% | -$16K | 0.34% | 62 |
|
|
2017
Q2 | $391K | Hold |
15,850
| – | – | 0.41% | 50 |
|
|
2017
Q1 | $355K | Buy |
15,850
+950
| +6% | +$21.3K | 0.37% | 51 |
|
|
2016
Q4 | $322K | Buy |
+14,900
| New | +$322K | 0.44% | 44 |
|