TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-774
| Closed | -$8K | – | 2341 |
|
2022
Q1 | $8K | Hold |
774
| – | – | ﹤0.01% | 1242 |
|
2021
Q4 | $8K | Buy |
+774
| New | +$8K | ﹤0.01% | 1322 |
|
2020
Q2 | – | Sell |
-2,500
| Closed | -$16K | – | 1502 |
|
2020
Q1 | $16K | Buy |
+2,500
| New | +$16K | 0.01% | 472 |
|
2017
Q1 | – | Sell |
-2,432
| Closed | -$20K | – | 1317 |
|
2016
Q4 | $20K | Buy |
+2,432
| New | +$20K | 0.01% | 486 |
|