Spire Wealth Management’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
2026 Q1	$169K	Buy	19,492 +404	+2%	+$3.79K	0.01%	835
2025 Q4	$182K	Buy	19,088 +392	+2%	+$3.6K	0.01%	818
2025 Q3	$170K	Buy	18,696 +11,704	+167%	+$104K	0.01%	825
2025 Q2	$61.2K	Sell	6,992 -1,616	-19%	-$13.4K	﹤0.01%	1135
2025 Q1	$70.1K	Buy	8,608 +150	+2%	+$1.25K	﹤0.01%	1168
2024 Q4	$69.1K	Buy	8,458 +147	+2%	+$1.24K	﹤0.01%	1162
2024 Q3	$72.5K	Buy	8,311 +6,140	+283%	+$51.6K	﹤0.01%	1020
2024 Q2	$18.3K	Sell	2,171 -13,868	-86%	-$114K	﹤0.01%	1465
2024 Q1	$131K	Hold	16,039	–	–	﹤0.01%	916
2023 Q4	$124K	Hold	16,039	–	–	﹤0.01%	935
2023 Q3	$118K	Buy	16,039 +1,767	+12%	+$13.8K	﹤0.01%	897
2023 Q2	$113K	Hold	14,272	–	–	﹤0.01%	936
2023 Q1	$111K	Buy	14,272 +13,869	+3,441%	+$107K	﹤0.01%	939
2022 Q4	$3K	Hold	403	–	–	﹤0.01%	1957
2022 Q3	$3K	Sell	403 -35,097	-99%	-$292K	﹤0.01%	1859
2022 Q2	$274K	Sell	35,500 -13,061	-27%	-$113K	0.01%	657
2022 Q1	$472K	Buy	48,561 +467	+1%	+$4.52K	0.01%	592
2021 Q4	$513K	Buy	48,094 +930	+2%	+$9.7K	0.01%	692
2021 Q3	$471K	Buy	47,164 +275	+0.6%	+$2.87K	0.01%	603
2021 Q2	$478K	Sell	46,889 -293	-0.6%	-$2.89K	0.01%	619
2021 Q1	$439K	Buy	+47,182	New	+$424K	0.01%	708