Steward Partners Investment Advisory’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
10,371
| – | – | ﹤0.01% | 1585 |
|
|
2025
Q1 | $255K | Sell |
10,371
-39
| -0.4% | -$958 | ﹤0.01% | 1530 |
|
|
2024
Q4 | $263K | Buy |
10,410
+5,610
| +117% | +$142K | ﹤0.01% | 1475 |
|
|
2024
Q3 | $127K | Hold |
4,800
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q2 | $122K | Hold |
4,800
| – | – | ﹤0.01% | 1682 |
|
|
2024
Q1 | $120K | Hold |
4,800
| – | – | ﹤0.01% | 1671 |
|
|
2023
Q4 | $113K | Hold |
4,800
| – | – | ﹤0.01% | 1626 |
|
|
2023
Q3 | $102K | Hold |
4,800
| – | – | ﹤0.01% | 1554 |
|
|
2023
Q2 | $110K | Hold |
4,800
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q1 | $107K | Sell |
4,800
-1,909
| -28% | -$42.4K | ﹤0.01% | 1560 |
|
|
2022
Q4 | $140K | Hold |
6,709
| – | – | ﹤0.01% | 1404 |
|
|
2022
Q3 | $136K | Hold |
6,709
| – | – | ﹤0.01% | 1369 |
|
|
2022
Q2 | $148K | Hold |
6,709
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q1 | $202K | Hold |
6,709
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q4 | $218K | Buy |
6,709
+1,242
| +23% | +$40.4K | ﹤0.01% | 1278 |
|
|
2021
Q3 | $165K | Buy |
5,467
+667
| +14% | +$20.1K | ﹤0.01% | 1344 |
|
|
2021
Q2 | $141K | Hold |
4,800
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q1 | $126K | Hold |
4,800
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q4 | $121K | Hold |
4,800
| – | – | ﹤0.01% | 1289 |
|
|
2020
Q3 | $100K | Hold |
4,800
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q2 | $100K | Buy |
4,800
+800
| +20% | +$16.7K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $71K | Hold |
4,000
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q4 | $103K | Hold |
4,000
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $101K | Hold |
4,000
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q2 | $97K | Buy |
+4,000
| New | +$97K | ﹤0.01% | 1070 |
|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$89K | – | 1174 |
|
|
2018
Q3 | $89K | Buy |
+3,500
| New | +$89K | ﹤0.01% | 967 |
|