SteelPeak Wealth’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
2025
Q2
$940K Sell
107,434
-5,512
-5% -$48.2K 0.04% 261
2025
Q1
$919K Sell
112,946
-58,283
-34% -$474K 0.04% 254
2024
Q4
$1.4M Buy
+171,229
New +$1.4M 0.06% 202