Sax Wealth Advisors’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 | $157K | Hold |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $90.7K | Hold |
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|
2024
Q4 | $91K | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | $94.2K | Hold |
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|
2024
Q1 | $90.9K | Hold |
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|
2023
Q4 | $86K | Hold |
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|
2023
Q3 | $82.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $607K | Hold |
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|
2022
Q4 | $587K | Buy |
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|
2022
Q3 | $530K | Hold |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $749K | Buy |
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|
2021
Q4 | $780K | Hold |
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|
2021
Q3 | $730K | Buy |
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|
2021
Q2 | $695K | Buy |
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|
2021
Q1 | $494K | Buy |
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