SWM
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Scissortail Wealth Management’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
Q1
Sell
-23,885
Closed -$187K 160
2023
Q4
$187K Buy
+23,885
New +$187K 0.06% 150
2023
Q1
Sell
-23,885
Closed -$189K 75
2022
Q4
$189K Buy
+23,885
New +$189K 0.11% 114