Stonebridge Financial Planning Group’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 | $254K | Buy |
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|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $241K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $212K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $331K | Sell |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $332K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $288K | Sell |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $365K | Buy |
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