Tradition Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,185
| Closed | -$9K | – | 642 |
|
|
2023
Q4 | $9K | Buy |
1,185
+26
| +2% | +$197 | ﹤0.01% | 1020 |
|
|
2023
Q3 | $9K | Buy |
1,159
+24
| +2% | +$186 | ﹤0.01% | 1031 |
|
|
2023
Q2 | $9K | Buy |
1,135
+24
| +2% | +$190 | ﹤0.01% | 1059 |
|
|
2023
Q1 | $9K | Buy |
1,111
+23
| +2% | +$186 | ﹤0.01% | 1019 |
|
|
2022
Q4 | $8K | Buy |
1,088
+27
| +3% | +$199 | ﹤0.01% | 944 |
|
|
2022
Q3 | $8K | Buy |
1,061
+26
| +3% | +$196 | ﹤0.01% | 968 |
|
|
2022
Q2 | $8K | Buy |
+1,035
| New | +$8K | ﹤0.01% | 871 |
|