PIWA
Prevail Innovative Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-121,918
| Closed | -$1.06M | – | 177 |
|
|
2024
Q3 | $1.06M | Buy |
121,918
+28,323
| +30% | +$247K | 0.32% | 94 |
|
|
2024
Q2 | $791K | Buy |
93,595
+11,449
| +14% | +$96.7K | 0.28% | 97 |
|
|
2024
Q1 | $670K | Buy |
82,146
+55,753
| +211% | +$455K | 0.25% | 106 |
|
|
2023
Q4 | $204K | Buy |
+26,393
| New | +$204K | 0.1% | 131 |
|