Sowell Financial Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,977
| Closed | -$19K | – | 1208 |
|
|
2021
Q1 | $19K | Buy |
1,977
+731
| +59% | +$7.03K | ﹤0.01% | 2072 |
|
|
2020
Q4 | $11K | Buy |
1,246
+1,006
| +419% | +$8.88K | ﹤0.01% | 1964 |
|
|
2020
Q3 | $2K | Hold |
240
| – | – | ﹤0.01% | 2212 |
|
|
2020
Q2 | $2K | Hold |
240
| – | – | ﹤0.01% | 2143 |
|
|
2020
Q1 | $2K | Hold |
240
| – | – | ﹤0.01% | 2054 |
|
|
2019
Q4 | $2K | Hold |
240
| – | – | ﹤0.01% | 2181 |
|
|
2019
Q3 | $2K | Buy |
+240
| New | +$2K | ﹤0.01% | 2066 |
|