Wealth Effects’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
2026 Q1	$415K	Sell	47,972 -95	-0.2%	-$892	0.15%	128
2025 Q4	$458K	Sell	48,067 -3,500	-7%	-$32.2K	0.14%	117
2025 Q3	$469K	Hold	51,567	–	–	0.15%	116
2025 Q2	$451K	Sell	51,567 -682	-1%	-$5.64K	0.17%	111
2025 Q1	$425K	Buy	52,249 +16	+0%	+$134	0.18%	108
2024 Q4	$427K	Buy	52,233 +16	+0%	+$135	0.15%	121
2024 Q3	$455K	Sell	52,217 -635	-1%	-$5.34K	0.16%	115
2024 Q2	$447K	Sell	52,852 -1,318	-2%	-$10.8K	0.16%	114
2024 Q1	$442K	Buy	54,170 +313	+0.6%	+$2.47K	0.16%	118
2023 Q4	$416K	Sell	53,857 -3,657	-6%	-$27.2K	0.16%	125
2023 Q3	$424K	Sell	57,514 -188	-0.3%	-$1.47K	0.21%	105
2023 Q2	$457K	Sell	57,702 -1,454	-2%	-$11.4K	0.2%	104
2023 Q1	$462K	Buy	59,156 +13	+0%	+$100	0.24%	98
2022 Q4	$447K	Sell	59,143 -5,388	-8%	-$41.2K	0.25%	93
2022 Q3	$468K	Sell	64,531 -2,283	-3%	-$19K	0.29%	82
2022 Q2	$515K	Sell	66,814 -244	-0.4%	-$2.1K	0.31%	77
2022 Q1	$651K	Sell	67,058 -989	-1%	-$9.57K	0.3%	69
2021 Q4	$726K	Buy	+68,047	New	+$710K	0.3%	68