Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Sell |
|
|||||
|
2025
Q2 | $303K | Hold |
|
|||||
|
2025
Q1 | $282K | Hold |
|
|||||
|
2024
Q4 | $283K | Hold |
|
|||||
|
2024
Q3 | $302K | Hold |
|
|||||
|
2024
Q2 | $293K | Hold |
|
|||||
|
2024
Q1 | $283K | Buy |
|
|||||
|
2023
Q4 | $232K | Hold |
|
|||||
|
2023
Q3 | $221K | Hold |
|
|||||
|
2023
Q2 | $238K | Hold |
|
|||||
|
2023
Q1 | $234K | Hold |
|
|||||
|
2022
Q4 | $227K | Hold |
|
|||||
|
2022
Q3 | $218K | Hold |
|
|||||
|
2022
Q2 | $231K | Hold |
|
|||||
|
2022
Q1 | $291K | Hold |
|
|||||
|
2021
Q4 | $320K | Hold |
|
|||||
|
2021
Q3 | $300K | Hold |
|
|||||
|
2021
Q2 | $306K | Hold |
|
|||||
|
2021
Q1 | $279K | Buy |
|
|||||
|
2020
Q4 | $219K | Buy |
|
|||||
|
2020
Q3 | $74K | Hold |
|
|||||
|
2020
Q2 | $74K | Hold |
|
|||||
|
2020
Q1 | $64K | Hold |
|
|||||
|
2019
Q4 | $88K | Hold |
|
|||||
|
2019
Q3 | $82K | Buy |
|